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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 | $19,149 | $53,774-64.4% | $134,162-85.7% | $79,856-76.0% |
| Participation rate | 79.2% | 58.8%+20.4pp | 72.2%+7.0pp | 69.6%+9.5pp |
| Annual return | 12.38% | 19.01%-6.6pp | 36.35%-24.0pp | 31.71%-19.3pp |
| Employer contribution / active EE | $478 | $1,322-63.8% | $3,705-87.1% | $2,471-80.7% |
| Participant deferral / active EE | $3,391 | $2,420+40.1% | $3,500-3.1% | $3,741-9.3% |
| Admin fee / account holder | $2,340 | $3,985-41.3% | $6,685-65.0% | $5,306-55.9% |