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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 | $11,433 | $45,087-74.6% | $69,483-83.5% | $72,976-84.3% |
| Participation rate | 84.1% | 68.5%+15.6pp | 74.6%+9.5pp | 69.5%+14.6pp |
| Annual return | 23.36% | 22.67%+0.7pp | 28.99%-5.6pp | 81.02%-57.7pp |
| Employer contribution / active EE | $1,938 | $2,055-5.7% | $2,780-30.3% | $2,440-20.6% |
| Participant deferral / active EE | $2,216 | $2,603-14.9% | $3,537-37.3% | $3,608-38.6% |
| Admin fee / account holder | $1,915 | $3,057-37.3% | $3,841-50.1% | $5,124-62.6% |