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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,342 | $76,407-83.8% | $150,298-91.8% | $82,448-85.0% |
| Participation rate | 82.0% | 66.4%+15.6pp | 77.8%+4.3pp | 68.1%+14.0pp |
| Annual return | 36.89% | 39.99%-3.1pp | 62.79%-25.9pp | 41.64%-4.7pp |
| Employer contribution / active EE | $638 | $2,614-75.6% | $4,154-84.6% | $2,551-75.0% |
| Participant deferral / active EE | $2,648 | $3,214-17.6% | $5,453-51.4% | $4,139-36.0% |
| Admin fee / account holder | $1,003 | $6,352-84.2% | $14,116-92.9% | $7,234-86.1% |