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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 | $11,828 | $49,177-75.9% | $79,476-85.1% | $64,181-81.6% |
| Participation rate | 76.2% | 65.0%+11.2pp | 73.3%+2.8pp | 69.6%+6.6pp |
| Annual return | 7.79% | -1.16%+8.9pp | 718.21%-710.4pp | 7.63%+0.2pp |
| Employer contribution / active EE | $263 | $2,076-87.3% | $2,800-90.6% | $2,381-88.9% |
| Participant deferral / active EE | $1,006 | $2,821-64.4% | $3,704-72.9% | $3,470-71.0% |
| Admin fee / account holder | $2,867 | $3,839-25.3% | $5,113-43.9% | $4,887-41.3% |