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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 | $22,761 | $46,599-51.2% | $64,101-64.5% | $75,173-69.7% |
| Participation rate | 94.6% | 65.9%+28.7pp | 72.3%+22.3pp | 67.2%+27.4pp |
| Annual return | 11.64% | 26.06%-14.4pp | 33.72%-22.1pp | 160.72%-149.1pp |
| Employer contribution / active EE | $1,136 | $1,975-42.5% | $2,749-58.7% | $2,671-57.5% |
| Participant deferral / active EE | $6,549 | $2,837+130.8% | $3,881+68.7% | $4,126+58.7% |
| Admin fee / account holder | $844 | $2,956-71.4% | $3,070-72.5% | $5,651-85.1% |