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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 | $20,348 | $84,236-75.8% | $170,435-88.1% | $70,126-71.0% |
| Participation rate | 74.1% | 70.8%+3.2pp | 83.6%-9.5pp | 69.5%+4.5pp |
| Annual return | 17.41% | 23.06%-5.7pp | 205.94%-188.5pp | 73.15%-55.7pp |
| Employer contribution / active EE | $803 | $3,387-76.3% | $5,432-85.2% | $2,343-65.7% |
| Participant deferral / active EE | $2,587 | $3,086-16.2% | $4,939-47.6% | $3,332-22.3% |
| Admin fee / account holder | $2,565 | $5,698-55.0% | $13,881-81.5% | $4,645-44.8% |