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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 | $22,368 | $48,078-53.5% | $78,676-71.6% | $62,881-64.4% |
| Participation rate | 82.1% | 65.2%+16.9pp | 73.6%+8.6pp | 69.3%+12.8pp |
| Annual return | 5.90% | 31.36%-25.5pp | 62.19%-56.3pp | 20.14%-14.2pp |
| Employer contribution / active EE | $684 | $2,015-66.1% | $2,850-76.0% | $2,281-70.0% |
| Participant deferral / active EE | $1,379 | $2,587-46.7% | $3,517-60.8% | $3,203-56.9% |
| Admin fee / account holder | $1,203 | $3,206-62.5% | $4,510-73.3% | $4,296-72.0% |