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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 | $20,741 | $75,541-72.5% | $152,093-86.4% | $82,637-74.9% |
| Participation rate | 74.4% | 66.5%+7.8pp | 77.8%-3.4pp | 68.1%+6.3pp |
| Annual return | 19.37% | 32.56%-13.2pp | 66.36%-47.0pp | 53.51%-34.1pp |
| Employer contribution / active EE | $1,820 | $2,622-30.6% | $4,175-56.4% | $2,552-28.7% |
| Participant deferral / active EE | $2,282 | $3,206-28.8% | $5,451-58.1% | $4,126-44.7% |
| Admin fee / account holder | $713 | $6,405-88.9% | $14,497-95.1% | $7,339-90.3% |