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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 | $22,422 | $52,279-57.1% | $89,435-74.9% | $79,856-71.9% |
| Participation rate | 91.7% | 57.5%+34.1pp | 68.0%+23.7pp | 69.6%+22.0pp |
| Annual return | 12.90% | 22.16%-9.3pp | 245.55%-232.7pp | 31.71%-18.8pp |
| Employer contribution / active EE | $533 | $1,572-66.1% | $2,587-79.4% | $2,471-78.4% |
| Participant deferral / active EE | $2,587 | $2,740-5.6% | $3,890-33.5% | $3,741-30.8% |
| Admin fee / account holder | $1,521 | $3,356-54.7% | $4,884-68.9% | $5,306-71.3% |