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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 | $13,324 | $90,486-85.3% | $78,676-83.1% | $273,972-95.1% |
| Participation rate | 92.9% | 76.5%+16.3pp | 73.6%+19.3pp | 83.0%+9.8pp |
| Annual return | 3.55% | 75.62%-72.1pp | 62.19%-58.6pp | 41.46%-37.9pp |
| Employer contribution / active EE | $1,423 | $3,175-55.2% | $2,850-50.1% | $4,869-70.8% |
| Participant deferral / active EE | $3,621 | $3,901-7.2% | $3,517+3.0% | $5,287-31.5% |
| Admin fee / account holder | $2,291 | $5,263-56.5% | $4,510-49.2% | $10,133-77.4% |