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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 | $24,254 | $77,472-68.7% | $100,415-75.8% | $80,959-70.0% |
| Participation rate | 77.1% | 76.9%+0.2pp | 81.5%-4.4pp | 67.7%+9.5pp |
| Annual return | 13.53% | 37.26%-23.7pp | 49.47%-35.9pp | 35.67%-22.1pp |
| Employer contribution / active EE | $593 | $2,800-78.8% | $3,943-85.0% | $2,757-78.5% |
| Participant deferral / active EE | $4,324 | $6,818-36.6% | $8,091-46.6% | $4,300+0.5% |
| Admin fee / account holder | $336 | $5,885-94.3% | $7,906-95.8% | $6,925-95.1% |