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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 | $56,063-76.9% | $76,051-83.0% | $80,911-84.0% |
| Participation rate | 73.6% | 62.0%+11.6pp | 69.1%+4.5pp | 67.6%+6.0pp |
| Annual return | 14.73% | 20.54%-5.8pp | 360.42%-345.7pp | 35.63%-20.9pp |
| Employer contribution / active EE | $1,199 | $1,874-36.0% | $2,690-55.4% | $2,756-56.5% |
| Participant deferral / active EE | $3,262 | $3,052+6.9% | $4,257-23.4% | $4,297-24.1% |
| Admin fee / account holder | $1,142 | $5,240-78.2% | $6,416-82.2% | $6,935-83.5% |