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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 | $16,357 | $39,132-58.2% | $57,196-71.4% | $62,881-74.0% |
| Participation rate | 80.7% | 70.5%+10.2pp | 75.3%+5.4pp | 69.3%+11.4pp |
| Annual return | 35.98% | 9.24%+26.7pp | 14.59%+21.4pp | 20.14%+15.8pp |
| Employer contribution / active EE | $1,170 | $1,874-37.5% | $2,683-56.4% | $2,281-48.7% |
| Participant deferral / active EE | $1,199 | $2,374-49.5% | $3,096-61.3% | $3,203-62.6% |
| Admin fee / account holder | $420 | $2,594-83.8% | $3,141-86.6% | $4,296-90.2% |