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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 | $75,541-80.0% | $152,093-90.1% | $82,637-81.7% |
| Participation rate | 83.9% | 66.5%+17.4pp | 77.8%+6.2pp | 68.1%+15.9pp |
| Annual return | 16.29% | 32.56%-16.3pp | 66.36%-50.1pp | 53.51%-37.2pp |
| Employer contribution / active EE | $455 | $2,622-82.7% | $4,175-89.1% | $2,552-82.2% |
| Participant deferral / active EE | $1,545 | $3,206-51.8% | $5,451-71.7% | $4,126-62.6% |
| Admin fee / account holder | $673 | $6,405-89.5% | $14,497-95.4% | $7,339-90.8% |