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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 | $23,823 | $76,551-68.9% | $123,894-80.8% | $62,881-62.1% |
| Participation rate | 78.8% | 73.0%+5.8pp | 81.4%-2.6pp | 69.3%+9.5pp |
| Annual return | 6.49% | 18.68%-12.2pp | 47.52%-41.0pp | 20.14%-13.7pp |
| Employer contribution / active EE | $1,770 | $2,882-38.6% | $4,617-61.7% | $2,281-22.4% |
| Participant deferral / active EE | $3,122 | $4,840-35.5% | $5,984-47.8% | $3,203-2.5% |
| Admin fee / account holder | $4,841 | $4,826+0.3% | $8,357-42.1% | $4,296+12.7% |