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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 | $11,321 | $77,901-85.5% | $149,717-92.4% | $75,181-84.9% |
| Participation rate | 81.3% | 65.6%+15.7pp | 78.8%+2.5pp | 67.2%+14.1pp |
| Annual return | 25.04% | 31.73%-6.7pp | 134.41%-109.4pp | 160.69%-135.6pp |
| Employer contribution / active EE | $662 | $3,137-78.9% | $4,820-86.3% | $2,671-75.2% |
| Participant deferral / active EE | $4,554 | $3,411+33.5% | $5,682-19.8% | $4,126+10.4% |
| Admin fee / account holder | $4,577 | $5,949-23.1% | $13,213-65.4% | $5,650-19.0% |