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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 | $28,655 | $78,423-63.5% | $95,964-70.1% | $79,856-64.1% |
| Participation rate | 96.6% | 73.5%+23.1pp | 77.1%+19.5pp | 69.6%+26.9pp |
| Annual return | 12.31% | 19.37%-7.1pp | 91.64%-79.3pp | 31.71%-19.4pp |
| Employer contribution / active EE | $677 | $1,945-65.2% | $2,541-73.4% | $2,471-72.6% |
| Participant deferral / active EE | $2,413 | $3,440-29.9% | $4,167-42.1% | $3,741-35.5% |
| Admin fee / account holder | $538 | $5,622-90.4% | $6,797-92.1% | $5,306-89.9% |