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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 | $22,748 | $84,236-73.0% | $170,435-86.7% | $70,126-67.6% |
| Participation rate | 72.7% | 70.8%+1.9pp | 83.6%-10.9pp | 69.5%+3.2pp |
| Annual return | 13.94% | 23.06%-9.1pp | 205.94%-192.0pp | 73.15%-59.2pp |
| Employer contribution / active EE | $1,582 | $3,387-53.3% | $5,432-70.9% | $2,343-32.5% |
| Participant deferral / active EE | $1,825 | $3,086-40.9% | $4,939-63.1% | $3,332-45.2% |
| Admin fee / account holder | $645 | $5,698-88.7% | $13,881-95.4% | $4,645-86.1% |