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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 | $21,353 | $57,352-62.8% | $83,831-74.5% | $64,173-66.7% |
| Participation rate | 76.9% | 68.6%+8.3pp | 76.1%+0.8pp | 69.6%+7.4pp |
| Annual return | 4.09% | 11.38%-7.3pp | 850.99%-846.9pp | 7.63%-3.5pp |
| Employer contribution / active EE | $1,231 | $2,546-51.6% | $3,631-66.1% | $2,381-48.3% |
| Participant deferral / active EE | $1,678 | $2,993-43.9% | $4,082-58.9% | $3,470-51.6% |
| Admin fee / account holder | $4,509 | $4,046+11.4% | $5,479-17.7% | $4,887-7.7% |