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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 | $27,468 | $58,895-53.4% | $178,503-84.6% | $73,497-62.6% |
| Participation rate | 78.2% | 66.2%+12.0pp | 81.9%-3.7pp | 70.7%+7.5pp |
| Annual return | 17.04% | 24.86%-7.8pp | 151.12%-134.1pp | 28.51%-11.5pp |
| Employer contribution / active EE | $572 | $2,236-74.4% | $5,011-88.6% | $2,270-74.8% |
| Participant deferral / active EE | $3,014 | $2,567+17.4% | $5,202-42.1% | $3,740-19.4% |
| Admin fee / account holder | $1,158 | $400+189.2% | $13,987-91.7% | $513+125.7% |