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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 | $24,912 | $76,371-67.4% | $93,621-73.4% | $72,976-65.9% |
| Participation rate | 89.3% | 71.8%+17.6pp | 75.8%+13.5pp | 69.5%+19.8pp |
| Annual return | 18.53% | 25.82%-7.3pp | 32.76%-14.2pp | 81.02%-62.5pp |
| Employer contribution / active EE | $1,153 | $2,276-49.3% | $2,719-57.6% | $2,440-52.8% |
| Participant deferral / active EE | $2,322 | $3,538-34.4% | $4,070-42.9% | $3,608-35.6% |
| Admin fee / account holder | $6,048 | $6,839-11.6% | $7,890-23.3% | $5,124+18.0% |