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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 | $23,530 | $45,041-47.8% | $63,003-62.7% | $70,131-66.4% |
| Participation rate | 72.7% | 69.5%+3.2pp | 74.8%-2.1pp | 69.5%+3.2pp |
| Annual return | 20.86% | 18.76%+2.1pp | 87.59%-66.7pp | 73.14%-52.3pp |
| Employer contribution / active EE | $620 | $2,052-69.8% | $2,760-77.5% | $2,342-73.5% |
| Participant deferral / active EE | $1,321 | $2,465-46.4% | $3,329-60.3% | $3,332-60.3% |
| Admin fee / account holder | $423 | $2,836-85.1% | $3,600-88.3% | $4,645-90.9% |