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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 | $17,052 | $77,638-78.0% | $156,551-89.1% | $62,881-72.9% |
| Participation rate | 82.5% | 71.2%+11.3pp | 84.0%-1.5pp | 69.3%+13.2pp |
| Annual return | 7.42% | 50.33%-42.9pp | 32.23%-24.8pp | 20.14%-12.7pp |
| Employer contribution / active EE | $813 | $3,444-76.4% | $5,501-85.2% | $2,281-64.4% |
| Participant deferral / active EE | $1,666 | $3,046-45.3% | $4,871-65.8% | $3,203-48.0% |
| Admin fee / account holder | $2,578 | $5,561-53.6% | $13,028-80.2% | $4,296-40.0% |