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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 | $28,947 | $77,638-62.7% | $156,551-81.5% | $62,881-54.0% |
| Participation rate | 83.1% | 71.2%+11.9pp | 84.0%-1.0pp | 69.3%+13.7pp |
| Annual return | 5.26% | 50.33%-45.1pp | 32.23%-27.0pp | 20.14%-14.9pp |
| Employer contribution / active EE | $558 | $3,444-83.8% | $5,501-89.9% | $2,281-75.5% |
| Participant deferral / active EE | $1,292 | $3,046-57.6% | $4,871-73.5% | $3,203-59.7% |
| Admin fee / account holder | $3,743 | $5,561-32.7% | $13,028-71.3% | $4,296-12.9% |