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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 | $25,667 | $68,878-62.7% | $120,574-78.7% | $80,935-68.3% |
| Participation rate | 71.0% | 61.7%+9.3pp | 71.9%-1.0pp | 67.7%+3.3pp |
| Annual return | 11.06% | 23.67%-12.6pp | 107.42%-96.4pp | 35.66%-24.6pp |
| Employer contribution / active EE | $1,268 | $2,065-38.6% | $3,471-63.5% | $2,757-54.0% |
| Participant deferral / active EE | $3,738 | $3,189+17.2% | $4,996-25.2% | $4,299-13.1% |
| Admin fee / account holder | $1,153 | $5,782-80.1% | $9,445-87.8% | $6,924-83.3% |