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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 | $26,059 | $49,255-47.1% | $70,494-63.0% | $79,856-67.4% |
| Participation rate | 77.1% | 69.2%+7.9pp | 75.1%+2.0pp | 69.6%+7.4pp |
| Annual return | 15.16% | 30.10%-14.9pp | 109.16%-94.0pp | 31.71%-16.6pp |
| Employer contribution / active EE | $901 | $2,100-57.1% | $2,738-67.1% | $2,471-63.5% |
| Participant deferral / active EE | $1,294 | $2,768-53.3% | $3,711-65.1% | $3,741-65.4% |
| Admin fee / account holder | $3,093 | $2,879+7.4% | $3,848-19.6% | $5,306-41.7% |