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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 | $12,954 | $55,902-76.8% | $76,030-83.0% | $80,959-84.0% |
| Participation rate | 73.6% | 62.1%+11.6pp | 69.1%+4.6pp | 67.7%+6.0pp |
| Annual return | 14.73% | 20.59%-5.9pp | 361.54%-346.8pp | 35.67%-20.9pp |
| Employer contribution / active EE | $1,199 | $1,867-35.8% | $2,688-55.4% | $2,757-56.5% |
| Participant deferral / active EE | $3,262 | $3,051+6.9% | $4,257-23.4% | $4,300-24.1% |
| Admin fee / account holder | $1,142 | $5,239-78.2% | $6,421-82.2% | $6,925-83.5% |