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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 | $27,852 | $53,128-47.6% | $86,582-67.8% | $70,126-60.3% |
| Participation rate | 82.4% | 65.3%+17.0pp | 73.5%+8.8pp | 69.5%+12.8pp |
| Annual return | 12.79% | 27.66%-14.9pp | 965.08%-952.3pp | 73.15%-60.4pp |
| Employer contribution / active EE | $307 | $2,068-85.1% | $2,839-89.2% | $2,343-86.9% |
| Participant deferral / active EE | $1,808 | $2,695-32.9% | $3,609-49.9% | $3,332-45.7% |
| Admin fee / account holder | $6,119 | $3,584+70.7% | $4,904+24.8% | $4,645+31.7% |