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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 | $28,273 | $77,638-63.6% | $156,551-81.9% | $62,881-55.0% |
| Participation rate | 74.3% | 71.2%+3.1pp | 84.0%-9.7pp | 69.3%+5.0pp |
| Annual return | 6.14% | 50.33%-44.2pp | 32.23%-26.1pp | 20.14%-14.0pp |
| Employer contribution / active EE | $568 | $3,444-83.5% | $5,501-89.7% | $2,281-75.1% |
| Participant deferral / active EE | $1,815 | $3,046-40.4% | $4,871-62.7% | $3,203-43.3% |
| Admin fee / account holder | $4,144 | $5,561-25.5% | $13,028-68.2% | $4,296-3.5% |