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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 | $9,686 | $45,343-78.6% | $150,298-93.6% | $67,986-85.8% |
| Participation rate | 74.3% | 51.9%+22.4pp | 77.8%-3.5pp | 57.2%+17.1pp |
| Annual return | 16.04% | 33.28%-17.2pp | 62.79%-46.7pp | 31.67%-15.6pp |
| Employer contribution / active EE | $719 | $1,462-50.8% | $4,154-82.7% | $2,019-64.4% |
| Participant deferral / active EE | $1,131 | $2,055-44.9% | $5,453-79.3% | $3,358-66.3% |
| Admin fee / account holder | $1,322 | $2,250-41.3% | $14,116-90.6% | $3,203-58.7% |