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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 | $60,442-63.1% | $96,754-77.0% | $87,485-74.5% |
| Participation rate | 87.8% | 58.7%+29.0pp | 70.3%+17.5pp | 68.9%+18.8pp |
| Annual return | 14.66% | 21.97%-7.3pp | 82.04%-67.4pp | 26.06%-11.4pp |
| Employer contribution / active EE | $953 | $1,691-43.6% | $2,679-64.4% | $2,596-63.3% |
| Participant deferral / active EE | $3,340 | $3,280+1.8% | $4,758-29.8% | $4,274-21.8% |
| Admin fee / account holder | $1,991 | $5,069-60.7% | $8,905-77.6% | $7,775-74.4% |