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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 | $22,290 | $58,848-62.1% | $88,179-74.7% | $82,637-73.0% |
| Participation rate | 87.8% | 57.9%+29.9pp | 69.1%+18.6pp | 68.1%+19.7pp |
| Annual return | 14.66% | 22.76%-8.1pp | 64.97%-50.3pp | 53.51%-38.8pp |
| Employer contribution / active EE | $953 | $1,678-43.2% | $2,549-62.6% | $2,552-62.7% |
| Participant deferral / active EE | $3,340 | $3,124+6.9% | $4,614-27.6% | $4,126-19.1% |
| Admin fee / account holder | $1,991 | $4,795-58.5% | $7,673-74.1% | $7,339-72.9% |