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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 | $24,296 | $81,331-70.1% | $155,534-84.4% | $80,935-70.0% |
| Participation rate | 82.6% | 66.3%+16.4pp | 78.2%+4.4pp | 67.7%+14.9pp |
| Annual return | 14.49% | 33.37%-18.9pp | 64.92%-50.4pp | 35.66%-21.2pp |
| Employer contribution / active EE | $2,739 | $3,105-11.8% | $4,675-41.4% | $2,757-0.6% |
| Participant deferral / active EE | $6,097 | $3,454+76.5% | $5,630+8.3% | $4,299+41.8% |
| Admin fee / account holder | $956 | $7,999-88.0% | $15,900-94.0% | $6,924-86.2% |