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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 | $17,794 | $65,712-72.9% | $57,196-68.9% | $273,972-93.5% |
| Participation rate | 75.0% | 78.3%-3.3pp | 75.3%-0.3pp | 83.0%-8.0pp |
| Annual return | 4.36% | 22.01%-17.6pp | 14.59%-10.2pp | 41.46%-37.1pp |
| Employer contribution / active EE | $750 | $3,280-77.1% | $2,683-72.0% | $4,869-84.6% |
| Participant deferral / active EE | $1,866 | $3,782-50.7% | $3,096-39.7% | $5,287-64.7% |
| Admin fee / account holder | $3,176 | $4,838-34.4% | $3,141+1.1% | $10,133-68.7% |