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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 | $23,700 | $45,043-47.4% | $63,005-62.4% | $70,124-66.2% |
| Participation rate | 94.1% | 69.5%+24.6pp | 74.8%+19.3pp | 69.5%+24.6pp |
| Annual return | 17.92% | 18.76%-0.8pp | 87.59%-69.7pp | 73.14%-55.2pp |
| Employer contribution / active EE | $553 | $2,052-73.1% | $2,760-80.0% | $2,342-76.4% |
| Participant deferral / active EE | $1,181 | $2,466-52.1% | $3,329-64.5% | $3,332-64.6% |
| Admin fee / account holder | $3,220 | $2,833+13.6% | $3,599-10.6% | $4,645-30.7% |