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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 | $20,481 | $49,177-58.4% | $79,467-74.2% | $64,173-68.1% |
| Participation rate | 84.6% | 65.0%+19.6pp | 73.3%+11.3pp | 69.6%+15.0pp |
| Annual return | 8.33% | -1.16%+9.5pp | 718.30%-710.0pp | 7.63%+0.7pp |
| Employer contribution / active EE | $601 | $2,076-71.1% | $2,800-78.5% | $2,381-74.8% |
| Participant deferral / active EE | $1,339 | $2,821-52.5% | $3,704-63.8% | $3,470-61.4% |
| Admin fee / account holder | $5,042 | $3,839+31.3% | $5,104-1.2% | $4,887+3.2% |