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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 | $22,188 | $56,110-60.5% | $94,993-76.6% | $70,131-68.4% |
| Participation rate | 87.5% | 65.0%+22.5pp | 73.9%+13.6pp | 69.5%+18.0pp |
| Annual return | 20.62% | 51.02%-30.4pp | 27.12%-6.5pp | 73.14%-52.5pp |
| Employer contribution / active EE | $422 | $1,442-70.7% | $2,603-83.8% | $2,342-82.0% |
| Participant deferral / active EE | $7,304 | $2,391+205.5% | $3,317+120.2% | $3,332+119.2% |
| Admin fee / account holder | $410 | $3,456-88.1% | $4,960-91.7% | $4,645-91.2% |