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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 | $11,157 | $73,107-84.7% | $114,563-90.3% | $87,485-87.2% |
| Participation rate | 94.1% | 65.8%+28.3pp | 72.9%+21.2pp | 68.9%+25.2pp |
| Annual return | 18.54% | 19.47%-0.9pp | 241.09%-222.6pp | 26.06%-7.5pp |
| Employer contribution / active EE | $1,199 | $1,881-36.3% | $2,592-53.8% | $2,596-53.8% |
| Participant deferral / active EE | $1,922 | $3,144-38.8% | $4,142-53.6% | $4,274-55.0% |
| Admin fee / account holder | $2,839 | $5,770-50.8% | $7,623-62.8% | $7,775-63.5% |