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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 | $25,871 | $47,848-45.9% | $81,473-68.2% | $70,126-63.1% |
| Participation rate | 97.1% | 58.3%+38.9pp | 68.0%+29.2pp | 69.5%+27.6pp |
| Annual return | 15.16% | 27.25%-12.1pp | 38.78%-23.6pp | 73.15%-58.0pp |
| Employer contribution / active EE | $729 | $1,527-52.2% | $2,568-71.6% | $2,343-68.9% |
| Participant deferral / active EE | $4,306 | $2,453+75.5% | $3,537+21.7% | $3,332+29.2% |
| Admin fee / account holder | $547 | $3,145-82.6% | $4,561-88.0% | $4,645-88.2% |