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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 | $23,093 | $58,627-60.6% | $76,735-69.9% | $82,448-72.0% |
| Participation rate | 94.6% | 63.2%+31.4pp | 69.5%+25.1pp | 68.1%+26.5pp |
| Annual return | 15.71% | 39.10%-23.4pp | 29.77%-14.1pp | 41.64%-25.9pp |
| Employer contribution / active EE | $1,585 | $1,729-8.4% | $2,454-35.4% | $2,551-37.9% |
| Participant deferral / active EE | $3,321 | $3,134+6.0% | $4,088-18.7% | $4,139-19.8% |
| Admin fee / account holder | $1,164 | $5,323-78.1% | $7,189-83.8% | $7,234-83.9% |