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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 | $24,125 | $56,054-57.0% | $171,082-85.9% | $62,881-61.6% |
| Participation rate | 75.4% | 62.9%+12.6pp | 76.7%-1.3pp | 69.3%+6.1pp |
| Annual return | 9.73% | 22.52%-12.8pp | 32.56%-22.8pp | 20.14%-10.4pp |
| Employer contribution / active EE | $1,050 | $1,731-39.4% | $4,002-73.8% | $2,281-54.0% |
| Participant deferral / active EE | $2,200 | $3,158-30.4% | $4,797-54.2% | $3,203-31.3% |
| Admin fee / account holder | $436 | $3,647-88.0% | $8,520-94.9% | $4,296-89.8% |