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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 | $14,832 | $45,087-67.1% | $69,483-78.7% | $72,976-79.7% |
| Participation rate | 74.1% | 68.5%+5.6pp | 74.6%-0.5pp | 69.5%+4.6pp |
| Annual return | 14.61% | 22.67%-8.1pp | 28.99%-14.4pp | 81.02%-66.4pp |
| Employer contribution / active EE | $2,225 | $2,055+8.2% | $2,780-20.0% | $2,440-8.8% |
| Participant deferral / active EE | $0 | $2,603-100.0% | $3,537-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,372 | $3,057+10.3% | $3,841-12.2% | $5,124-34.2% |