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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 | $10,354 | $77,814-86.7% | $158,223-93.5% | $86,983-88.1% |
| Participation rate | 71.7% | 68.4%+3.3pp | 79.2%-7.5pp | 69.5%+2.2pp |
| Annual return | 26.60% | 30.54%-3.9pp | 52.09%-25.5pp | 25.83%+0.8pp |
| Employer contribution / active EE | $1,340 | $2,592-48.3% | $4,109-67.4% | $2,584-48.1% |
| Participant deferral / active EE | $2,146 | $3,270-34.4% | $5,467-60.7% | $4,194-48.8% |
| Admin fee / account holder | $2,066 | $5,879-64.9% | $16,047-87.1% | $7,856-73.7% |