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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 | $18,773 | $46,732-59.8% | $156,551-88.0% | $55,167-66.0% |
| Participation rate | 72.5% | 65.8%+6.7pp | 84.0%-11.5pp | 69.0%+3.5pp |
| Annual return | 11.75% | 17.72%-6.0pp | 32.23%-20.5pp | 169.23%-157.5pp |
| Employer contribution / active EE | $1,520 | $2,105-27.8% | $5,501-72.4% | $1,963-22.5% |
| Participant deferral / active EE | $2,994 | $2,204+35.8% | $4,871-38.5% | $3,054-2.0% |
| Admin fee / account holder | $532 | $418+27.1% | $13,028-95.9% | $504+5.5% |