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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 | $18,993 | $103,949-81.7% | $69,182-72.5% | $273,972-93.1% |
| Participation rate | 75.0% | 67.4%+7.6pp | 55.1%+19.9pp | 83.0%-8.0pp |
| Annual return | 12.20% | 35.28%-23.1pp | -21.93%+34.1pp | 41.46%-29.3pp |
| Employer contribution / active EE | $2,603 | $1,783+46.0% | $1,206+115.8% | $4,869-46.5% |
| Participant deferral / active EE | $4,431 | $2,716+63.1% | $1,897+133.6% | $5,287-16.2% |
| Admin fee / account holder | $1,010 | $3,671-72.5% | $2,697-62.6% | $10,133-90.0% |