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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 | $64,025 | $71,215-10.1% | $93,696-31.7% | $80,935-20.9% |
| Participation rate | 77.2% | 60.4%+16.8pp | 68.7%+8.5pp | 67.7%+9.5pp |
| Annual return | 15.87% | 11.27%+4.6pp | 133.74%-117.9pp | 35.66%-19.8pp |
| Employer contribution / active EE | $573 | $1,565-63.4% | $2,422-76.4% | $2,757-79.2% |
| Participant deferral / active EE | $2,868 | $4,037-28.9% | $4,417-35.1% | $4,299-33.3% |
| Admin fee / account holder | $896 | $6,958-87.1% | $8,287-89.2% | $6,924-87.1% |