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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 | $68,586-63.5% | $120,380-79.2% | $80,911-69.1% |
| Participation rate | 72.4% | 61.6%+10.8pp | 71.9%+0.5pp | 67.6%+4.8pp |
| Annual return | 11.73% | 23.62%-11.9pp | 107.28%-95.5pp | 35.63%-23.9pp |
| Employer contribution / active EE | $1,352 | $2,053-34.1% | $3,465-61.0% | $2,756-50.9% |
| Participant deferral / active EE | $1,875 | $3,174-40.9% | $4,992-62.4% | $4,297-56.4% |
| Admin fee / account holder | $9,506 | $5,733+65.8% | $9,421+0.9% | $6,935+37.1% |