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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 | $19,908 | $68,880-71.1% | $120,580-83.5% | $80,959-75.4% |
| Participation rate | 82.9% | 61.7%+21.2pp | 72.0%+10.9pp | 67.7%+15.2pp |
| Annual return | 11.70% | 23.68%-12.0pp | 107.48%-95.8pp | 35.67%-24.0pp |
| Employer contribution / active EE | $693 | $2,066-66.5% | $3,469-80.0% | $2,757-74.9% |
| Participant deferral / active EE | $3,397 | $3,191+6.5% | $4,995-32.0% | $4,300-21.0% |
| Admin fee / account holder | $1,225 | $5,785-78.8% | $9,418-87.0% | $6,925-82.3% |