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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 | $15,176 | $54,757-72.3% | $90,304-83.2% | $72,975-79.2% |
| Participation rate | 80.5% | 65.2%+15.3pp | 73.3%+7.2pp | 69.5%+11.0pp |
| Annual return | 18.98% | 30.63%-11.6pp | 78.13%-59.2pp | 81.01%-62.0pp |
| Employer contribution / active EE | $1,009 | $2,093-51.8% | $2,855-64.6% | $2,440-58.6% |
| Participant deferral / active EE | $1,169 | $2,887-59.5% | $3,885-69.9% | $3,608-67.6% |
| Admin fee / account holder | $630 | $3,973-84.2% | $5,354-88.2% | $5,124-87.7% |