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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 | $11,115 | $81,358-86.3% | $155,556-92.9% | $80,959-86.3% |
| Participation rate | 85.9% | 66.3%+19.6pp | 78.2%+7.6pp | 67.7%+18.2pp |
| Annual return | 10.85% | 33.39%-22.5pp | 64.84%-54.0pp | 35.67%-24.8pp |
| Employer contribution / active EE | $606 | $3,106-80.5% | $4,675-87.0% | $2,757-78.0% |
| Participant deferral / active EE | $1,772 | $3,455-48.7% | $5,631-68.5% | $4,300-58.8% |
| Admin fee / account holder | $1,892 | $7,994-76.3% | $15,885-88.1% | $6,925-72.7% |