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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 | $21,173 | $64,920-67.4% | $103,693-79.6% | $86,983-75.7% |
| Participation rate | 79.8% | 63.6%+16.2pp | 72.6%+7.1pp | 69.5%+10.2pp |
| Annual return | 12.04% | 30.29%-18.2pp | 47.61%-35.6pp | 25.83%-13.8pp |
| Employer contribution / active EE | $1,017 | $2,141-52.5% | $2,920-65.2% | $2,584-60.6% |
| Participant deferral / active EE | $1,234 | $3,241-61.9% | $4,579-73.1% | $4,194-70.6% |
| Admin fee / account holder | $8,660 | $6,191+39.9% | $7,858+10.2% | $7,856+10.2% |