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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 | $15,291 | $84,236-81.8% | $170,439-91.0% | $70,124-78.2% |
| Participation rate | 97.6% | 70.8%+26.7pp | 83.6%+14.0pp | 69.5%+28.0pp |
| Annual return | 12.78% | 23.06%-10.3pp | 205.94%-193.2pp | 73.14%-60.4pp |
| Employer contribution / active EE | $937 | $3,387-72.3% | $5,433-82.8% | $2,342-60.0% |
| Participant deferral / active EE | $2,161 | $3,086-30.0% | $4,939-56.3% | $3,332-35.1% |
| Admin fee / account holder | $1,268 | $5,698-77.7% | $13,881-90.9% | $4,645-72.7% |