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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 | $24,097 | $77,814-69.0% | $158,223-84.8% | $86,983-72.3% |
| Participation rate | 70.0% | 68.4%+1.6pp | 79.2%-9.2pp | 69.5%+0.5pp |
| Annual return | 17.56% | 30.54%-13.0pp | 52.09%-34.5pp | 25.83%-8.3pp |
| Employer contribution / active EE | $1,222 | $2,592-52.8% | $4,109-70.2% | $2,584-52.7% |
| Participant deferral / active EE | $1,737 | $3,270-46.9% | $5,467-68.2% | $4,194-58.6% |
| Admin fee / account holder | $4,038 | $5,879-31.3% | $16,047-74.8% | $7,856-48.6% |