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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 | $8,007 | $32,037-75.0% | $69,182-88.4% | $62,881-87.3% |
| Participation rate | 78.1% | 43.4%+34.7pp | 55.1%+23.0pp | 69.3%+8.8pp |
| Annual return | 18.17% | 15.16%+3.0pp | -21.93%+40.1pp | 20.14%-2.0pp |
| Employer contribution / active EE | $1,293 | $679+90.4% | $1,206+7.2% | $2,281-43.3% |
| Participant deferral / active EE | $2,221 | $1,185+87.4% | $1,897+17.1% | $3,203-30.6% |
| Admin fee / account holder | $341 | $2,608-86.9% | $2,697-87.4% | $4,296-92.1% |