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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 | $22,007 | $81,262-72.9% | $155,602-85.9% | $80,911-72.8% |
| Participation rate | 87.5% | 66.2%+21.3pp | 78.2%+9.3pp | 67.6%+19.9pp |
| Annual return | 13.57% | 33.34%-19.8pp | 64.81%-51.2pp | 35.63%-22.1pp |
| Employer contribution / active EE | $464 | $3,102-85.0% | $4,675-90.1% | $2,756-83.2% |
| Participant deferral / active EE | $2,324 | $3,451-32.7% | $5,629-58.7% | $4,297-45.9% |
| Admin fee / account holder | $1,284 | $7,992-83.9% | $15,923-91.9% | $6,935-81.5% |