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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 | $68,586-62.6% | $120,380-78.7% | $80,911-68.3% |
| Participation rate | 71.0% | 61.6%+9.4pp | 71.9%-0.9pp | 67.6%+3.3pp |
| Annual return | 11.06% | 23.62%-12.6pp | 107.28%-96.2pp | 35.63%-24.6pp |
| Employer contribution / active EE | $1,268 | $2,053-38.2% | $3,465-63.4% | $2,756-54.0% |
| Participant deferral / active EE | $3,738 | $3,174+17.8% | $4,992-25.1% | $4,297-13.0% |
| Admin fee / account holder | $1,153 | $5,733-79.9% | $9,421-87.8% | $6,935-83.4% |