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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 | $18,397 | $45,152-59.3% | $73,836-75.1% | $59,633-69.2% |
| Participation rate | 71.8% | 64.0%+7.8pp | 73.4%-1.6pp | 68.7%+3.2pp |
| Annual return | 2.14% | 27.40%-25.3pp | 2268.06%-2265.9pp | 2041.45%-2039.3pp |
| Employer contribution / active EE | $701 | $1,901-63.1% | $2,787-74.9% | $2,203-68.2% |
| Participant deferral / active EE | $923 | $2,573-64.1% | $3,583-74.2% | $3,192-71.1% |
| Admin fee / account holder | $4,637 | $3,515+31.9% | $4,882-5.0% | $4,297+7.9% |