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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 | $26,218 | $51,638-49.2% | $129,406-79.7% | $80,959-67.6% |
| Participation rate | 74.1% | 56.9%+17.1pp | 69.6%+4.4pp | 67.7%+6.4pp |
| Annual return | 11.60% | 20.78%-9.2pp | 9468.18%-9456.6pp | 35.67%-24.1pp |
| Employer contribution / active EE | $1,380 | $1,584-12.9% | $4,155-66.8% | $2,757-50.0% |
| Participant deferral / active EE | $2,478 | $2,670-7.2% | $4,167-40.5% | $4,300-42.4% |
| Admin fee / account holder | $5,304 | $4,313+23.0% | $7,689-31.0% | $6,925-23.4% |