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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 | $20,371 | $45,872-55.6% | $77,081-73.6% | $68,495-70.3% |
| Participation rate | 76.2% | 55.9%+20.3pp | 67.9%+8.3pp | 67.9%+8.3pp |
| Annual return | 23.35% | 1.73%+21.6pp | 42.33%-19.0pp | -7.84%+31.2pp |
| Employer contribution / active EE | $898 | $1,650-45.5% | $2,813-68.1% | $2,596-65.4% |
| Participant deferral / active EE | $5,294 | $2,963+78.7% | $4,428+19.6% | $4,028+31.4% |
| Admin fee / account holder | $766 | $3,041-74.8% | $5,427-85.9% | $5,403-85.8% |