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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 | $18,010 | $49,177-63.4% | $79,467-77.3% | $64,173-71.9% |
| Participation rate | 92.6% | 65.0%+27.6pp | 73.3%+19.2pp | 69.6%+23.0pp |
| Annual return | 7.64% | -1.16%+8.8pp | 718.30%-710.7pp | 7.63%0pp |
| Employer contribution / active EE | $1,481 | $2,076-28.6% | $2,800-47.1% | $2,381-37.8% |
| Participant deferral / active EE | $1,599 | $2,821-43.3% | $3,704-56.8% | $3,470-53.9% |
| Admin fee / account holder | $1,937 | $3,839-49.6% | $5,104-62.1% | $4,887-60.4% |