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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 | $24,866 | $48,078-48.3% | $78,676-68.4% | $62,881-60.5% |
| Participation rate | 78.0% | 65.2%+12.8pp | 73.6%+4.5pp | 69.3%+8.7pp |
| Annual return | 6.05% | 31.36%-25.3pp | 62.19%-56.1pp | 20.14%-14.1pp |
| Employer contribution / active EE | $317 | $2,015-84.3% | $2,850-88.9% | $2,281-86.1% |
| Participant deferral / active EE | $770 | $2,587-70.2% | $3,517-78.1% | $3,203-76.0% |
| Admin fee / account holder | $1,846 | $3,206-42.4% | $4,510-59.1% | $4,296-57.0% |