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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 | $42,180 | $84,236-49.9% | $170,435-75.3% | $70,126-39.9% |
| Participation rate | 76.0% | 70.8%+5.2pp | 83.6%-7.6pp | 69.5%+6.5pp |
| Annual return | 12.26% | 23.06%-10.8pp | 205.94%-193.7pp | 73.15%-60.9pp |
| Employer contribution / active EE | $438 | $3,387-87.1% | $5,432-91.9% | $2,343-81.3% |
| Participant deferral / active EE | $3,459 | $3,086+12.1% | $4,939-30.0% | $3,332+3.8% |
| Admin fee / account holder | $2,466 | $5,698-56.7% | $13,881-82.2% | $4,645-46.9% |