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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 | $23,647 | $77,814-69.6% | $158,223-85.1% | $86,983-72.8% |
| Participation rate | 70.0% | 68.4%+1.6pp | 79.2%-9.2pp | 69.5%+0.5pp |
| Annual return | 15.85% | 30.54%-14.7pp | 52.09%-36.2pp | 25.83%-10.0pp |
| Employer contribution / active EE | $1,171 | $2,592-54.8% | $4,109-71.5% | $2,584-54.7% |
| Participant deferral / active EE | $3,557 | $3,270+8.8% | $5,467-34.9% | $4,194-15.2% |
| Admin fee / account holder | $429 | $5,879-92.7% | $16,047-97.3% | $7,856-94.5% |