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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 | $25,022 | $68,880-63.7% | $120,580-79.2% | $80,959-69.1% |
| Participation rate | 72.4% | 61.7%+10.7pp | 72.0%+0.5pp | 67.7%+4.7pp |
| Annual return | 11.73% | 23.68%-11.9pp | 107.48%-95.7pp | 35.67%-23.9pp |
| Employer contribution / active EE | $1,352 | $2,066-34.6% | $3,469-61.0% | $2,757-51.0% |
| Participant deferral / active EE | $1,875 | $3,191-41.2% | $4,995-62.5% | $4,300-56.4% |
| Admin fee / account holder | $9,506 | $5,785+64.3% | $9,418+0.9% | $6,925+37.3% |