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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 | $15,113 | $76,407-80.2% | $150,298-89.9% | $82,448-81.7% |
| Participation rate | 83.9% | 66.4%+17.5pp | 77.8%+6.2pp | 68.1%+15.9pp |
| Annual return | 16.29% | 39.99%-23.7pp | 62.79%-46.5pp | 41.64%-25.3pp |
| Employer contribution / active EE | $455 | $2,614-82.6% | $4,154-89.1% | $2,551-82.2% |
| Participant deferral / active EE | $1,545 | $3,214-51.9% | $5,453-71.7% | $4,139-62.7% |
| Admin fee / account holder | $673 | $6,352-89.4% | $14,116-95.2% | $7,234-90.7% |