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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 | $75,541-83.7% | $152,093-91.9% | $82,637-85.1% |
| Participation rate | 82.0% | 66.5%+15.5pp | 77.8%+4.3pp | 68.1%+14.0pp |
| Annual return | 36.89% | 32.56%+4.3pp | 66.36%-29.5pp | 53.51%-16.6pp |
| Employer contribution / active EE | $638 | $2,622-75.7% | $4,175-84.7% | $2,552-75.0% |
| Participant deferral / active EE | $2,648 | $3,206-17.4% | $5,451-51.4% | $4,126-35.8% |
| Admin fee / account holder | $1,003 | $6,405-84.3% | $14,497-93.1% | $7,339-86.3% |