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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 | $27,289 | $58,828-53.6% | $78,002-65.0% | $62,881-56.6% |
| Participation rate | 72.2% | 71.1%+1.2pp | 75.5%-3.3pp | 69.3%+2.9pp |
| Annual return | 6.86% | 17.16%-10.3pp | 425.99%-419.1pp | 20.14%-13.3pp |
| Employer contribution / active EE | $2,093 | $1,672+25.2% | $2,470-15.3% | $2,281-8.3% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $7,098 | $4,393+61.6% | $5,481+29.5% | $4,296+65.2% |