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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 | $24,242 | $81,262-70.2% | $155,602-84.4% | $80,911-70.0% |
| Participation rate | 87.2% | 66.2%+21.0pp | 78.2%+9.0pp | 67.6%+19.6pp |
| Annual return | 10.90% | 33.34%-22.4pp | 64.81%-53.9pp | 35.63%-24.7pp |
| Employer contribution / active EE | $932 | $3,102-70.0% | $4,675-80.1% | $2,756-66.2% |
| Participant deferral / active EE | $1,668 | $3,451-51.7% | $5,629-70.4% | $4,297-61.2% |
| Admin fee / account holder | $5,351 | $7,992-33.0% | $15,923-66.4% | $6,935-22.8% |