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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 | $14,046 | $64,920-78.4% | $103,693-86.5% | $86,983-83.9% |
| Participation rate | 87.2% | 63.6%+23.6pp | 72.6%+14.5pp | 69.5%+17.6pp |
| Annual return | 22.57% | 30.29%-7.7pp | 47.61%-25.0pp | 25.83%-3.3pp |
| Employer contribution / active EE | $1,230 | $2,141-42.6% | $2,920-57.9% | $2,584-52.4% |
| Participant deferral / active EE | $2,915 | $3,241-10.0% | $4,579-36.3% | $4,194-30.5% |
| Admin fee / account holder | $1,135 | $6,191-81.7% | $7,858-85.6% | $7,856-85.6% |