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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 | $17,454 | $32,037-45.5% | $69,182-74.8% | $62,881-72.2% |
| Participation rate | 78.1% | 43.4%+34.7pp | 55.1%+23.0pp | 69.3%+8.8pp |
| Annual return | 9.61% | 15.16%-5.6pp | -21.93%+31.5pp | 20.14%-10.5pp |
| Employer contribution / active EE | $1,086 | $679+59.9% | $1,206-10.0% | $2,281-52.4% |
| Participant deferral / active EE | $1,759 | $1,185+48.4% | $1,897-7.3% | $3,203-45.1% |
| Admin fee / account holder | $1,402 | $2,608-46.3% | $2,697-48.0% | $4,296-67.4% |