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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 | $11,164 | $75,541-85.2% | $152,093-92.7% | $82,637-86.5% |
| Participation rate | 72.1% | 66.5%+5.6pp | 77.8%-5.7pp | 68.1%+4.0pp |
| Annual return | 13.77% | 32.56%-18.8pp | 66.36%-52.6pp | 53.51%-39.7pp |
| Employer contribution / active EE | $982 | $2,622-62.5% | $4,175-76.5% | $2,552-61.5% |
| Participant deferral / active EE | $903 | $3,206-71.8% | $5,451-83.4% | $4,126-78.1% |
| Admin fee / account holder | $1,575 | $6,405-75.4% | $14,497-89.1% | $7,339-78.5% |