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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 | $23,292 | $75,962-69.3% | $154,108-84.9% | $64,173-63.7% |
| Participation rate | 73.3% | 70.4%+2.9pp | 83.0%-9.7pp | 69.6%+3.8pp |
| Annual return | 6.87% | 30.32%-23.5pp | 735.21%-728.3pp | 7.63%-0.8pp |
| Employer contribution / active EE | $1,813 | $3,350-45.9% | $5,298-65.8% | $2,381-23.8% |
| Participant deferral / active EE | $1,108 | $3,175-65.1% | $5,081-78.2% | $3,470-68.1% |
| Admin fee / account holder | $2,517 | $5,589-55.0% | $13,411-81.2% | $4,887-48.5% |