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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 | $78,013-68.8% | $178,449-86.4% | $80,911-69.9% |
| Participation rate | 73.1% | 65.7%+7.4pp | 77.1%-4.0pp | 67.6%+5.4pp |
| Annual return | 13.76% | 18.07%-4.3pp | 27.09%-13.3pp | 35.63%-21.9pp |
| Employer contribution / active EE | $655 | $2,287-71.4% | $3,951-83.4% | $2,756-76.2% |
| Participant deferral / active EE | $6,551 | $4,408+48.6% | $6,277+4.4% | $4,297+52.5% |
| Admin fee / account holder | $8,519 | $7,166+18.9% | $10,362-17.8% | $6,935+22.8% |