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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 | $22,954 | $78,690-70.8% | $161,489-85.8% | $87,485-73.8% |
| Participation rate | 85.3% | 67.5%+17.9pp | 78.7%+6.6pp | 68.9%+16.4pp |
| Annual return | 23.67% | 32.74%-9.1pp | 89.72%-66.0pp | 26.06%-2.4pp |
| Employer contribution / active EE | $1,662 | $2,588-35.8% | $4,268-61.1% | $2,596-36.0% |
| Participant deferral / active EE | $6,021 | $3,311+81.9% | $5,630+7.0% | $4,274+40.9% |
| Admin fee / account holder | $1,089 | $6,724-83.8% | $16,006-93.2% | $7,775-86.0% |