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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 | $29,742 | $72,273-58.8% | $101,275-70.6% | $79,856-62.8% |
| Participation rate | 74.4% | 68.5%+5.9pp | 75.8%-1.4pp | 69.6%+4.7pp |
| Annual return | 11.03% | 22.30%-11.3pp | 46.48%-35.5pp | 31.71%-20.7pp |
| Employer contribution / active EE | $641 | $2,691-76.2% | $3,660-82.5% | $2,471-74.1% |
| Participant deferral / active EE | $1,599 | $3,282-51.3% | $4,371-63.4% | $3,741-57.3% |
| Admin fee / account holder | $8,100 | $4,401+84.0% | $5,948+36.2% | $5,306+52.6% |