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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 | $28,794 | $73,978-61.1% | $96,515-70.2% | $75,173-61.7% |
| Participation rate | 77.8% | 66.4%+11.3pp | 74.3%+3.4pp | 67.2%+10.6pp |
| Annual return | 19.77% | 26.72%-7.0pp | 35.73%-16.0pp | 160.72%-141.0pp |
| Employer contribution / active EE | $1,770 | $2,931-39.6% | $3,740-52.7% | $2,671-33.7% |
| Participant deferral / active EE | $5,747 | $3,660+57.0% | $4,880+17.8% | $4,126+39.3% |
| Admin fee / account holder | $727 | $5,219-86.1% | $6,735-89.2% | $5,651-87.1% |