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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 | $19,281 | $77,638-75.2% | $156,551-87.7% | $62,881-69.3% |
| Participation rate | 78.9% | 71.2%+7.7pp | 84.0%-5.1pp | 69.3%+9.6pp |
| Annual return | 9.89% | 50.33%-40.4pp | 32.23%-22.3pp | 20.14%-10.3pp |
| Employer contribution / active EE | $946 | $3,444-72.5% | $5,501-82.8% | $2,281-58.5% |
| Participant deferral / active EE | $1,072 | $3,046-64.8% | $4,871-78.0% | $3,203-66.5% |
| Admin fee / account holder | $3,674 | $5,561-33.9% | $13,028-71.8% | $4,296-14.5% |