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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 | $13,196 | $59,123-77.7% | $77,183-82.9% | $75,181-82.4% |
| Participation rate | 84.4% | 63.9%+20.5pp | 69.6%+14.8pp | 67.2%+17.2pp |
| Annual return | 18.72% | 26.72%-8.0pp | 37.89%-19.2pp | 160.69%-142.0pp |
| Employer contribution / active EE | $1,506 | $1,996-24.5% | $2,534-40.6% | $2,671-43.6% |
| Participant deferral / active EE | $2,475 | $2,999-17.5% | $3,833-35.4% | $4,126-40.0% |
| Admin fee / account holder | $2,136 | $4,776-55.3% | $5,475-61.0% | $5,650-62.2% |