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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 | $17,809 | $57,541-69.0% | $95,759-81.4% | $75,177-76.3% |
| Participation rate | 79.5% | 62.5%+17.0pp | 72.3%+7.3pp | 67.2%+12.3pp |
| Annual return | 15.78% | 34.93%-19.1pp | 28.42%-12.6pp | 160.75%-145.0pp |
| Employer contribution / active EE | $1,105 | $1,808-38.9% | $2,836-61.0% | $2,671-58.6% |
| Participant deferral / active EE | $1,330 | $3,074-56.7% | $4,244-68.7% | $4,126-67.8% |
| Admin fee / account holder | $1,269 | $4,099-69.0% | $5,678-77.6% | $5,651-77.5% |