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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 | $24,349 | $77,962-68.8% | $178,540-86.4% | $80,935-69.9% |
| Participation rate | 73.1% | 65.7%+7.4pp | 77.1%-4.0pp | 67.7%+5.4pp |
| Annual return | 13.76% | 18.10%-4.3pp | 27.15%-13.4pp | 35.66%-21.9pp |
| Employer contribution / active EE | $655 | $2,280-71.3% | $3,953-83.4% | $2,757-76.2% |
| Participant deferral / active EE | $6,551 | $4,404+48.8% | $6,281+4.3% | $4,299+52.4% |
| Admin fee / account holder | $8,519 | $7,156+19.1% | $10,424-18.3% | $6,924+23.0% |