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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 | $31,942 | $69,511-54.0% | $94,664-66.3% | $71,511-55.3% |
| Participation rate | 72.6% | 78.4%-5.9pp | 80.8%-8.3pp | 67.9%+4.6pp |
| Annual return | 18.13% | 29.67%-11.5pp | 156.84%-138.7pp | 28.86%-10.7pp |
| Employer contribution / active EE | $1,594 | $2,853-44.1% | $3,673-56.6% | $2,589-38.4% |
| Participant deferral / active EE | $4,256 | $7,348-42.1% | $7,417-42.6% | $4,291-0.8% |
| Admin fee / account holder | $1,925 | $1,211+59.0% | $7,222-73.3% | $1,588+21.2% |