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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 | $24,230 | $153,311-84.2% | $109,313-77.8% | $273,972-91.2% |
| Participation rate | 76.9% | 80.1%-3.2pp | 71.3%+5.7pp | 83.0%-6.1pp |
| Annual return | 4.93% | 29.86%-24.9pp | 22.07%-17.1pp | 41.46%-36.5pp |
| Employer contribution / active EE | $1,237 | $5,619-78.0% | $3,892-68.2% | $4,869-74.6% |
| Participant deferral / active EE | $517 | $3,932-86.8% | $3,166-83.7% | $5,287-90.2% |
| Admin fee / account holder | $478 | $8,076-94.1% | $5,666-91.6% | $10,133-95.3% |