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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 | $23,538 | $48,364-51.3% | $71,796-67.2% | $62,881-62.6% |
| Participation rate | 73.1% | 60.6%+12.5pp | 69.1%+4.0pp | 69.3%+3.8pp |
| Annual return | 8.00% | 13.16%-5.2pp | 78.04%-70.0pp | 20.14%-12.1pp |
| Employer contribution / active EE | $1,616 | $1,042+55.1% | $1,924-16.0% | $2,281-29.2% |
| Participant deferral / active EE | $2,306 | $2,091+10.3% | $2,794-17.5% | $3,203-28.0% |
| Admin fee / account holder | $3,798 | $3,771+0.7% | $4,815-21.1% | $4,296-11.6% |