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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 | $17,413 | $75,541-76.9% | $152,093-88.6% | $82,637-78.9% |
| Participation rate | 79.1% | 66.5%+12.5pp | 77.8%+1.3pp | 68.1%+11.0pp |
| Annual return | 18.88% | 32.56%-13.7pp | 66.36%-47.5pp | 53.51%-34.6pp |
| Employer contribution / active EE | $3,490 | $2,622+33.1% | $4,175-16.4% | $2,552+36.8% |
| Participant deferral / active EE | $871 | $3,206-72.8% | $5,451-84.0% | $4,126-78.9% |
| Admin fee / account holder | $413 | $6,405-93.6% | $14,497-97.2% | $7,339-94.4% |