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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 | $22,864 | $45,050-49.2% | $63,018-63.7% | $70,126-67.4% |
| Participation rate | 80.8% | 69.5%+11.3pp | 74.8%+6.0pp | 69.5%+11.2pp |
| Annual return | 20.58% | 18.76%+1.8pp | 87.62%-67.0pp | 73.15%-52.6pp |
| Employer contribution / active EE | $1,378 | $2,052-32.8% | $2,761-50.1% | $2,343-41.2% |
| Participant deferral / active EE | $4,468 | $2,466+81.2% | $3,330+34.2% | $3,332+34.1% |
| Admin fee / account holder | $673 | $2,834-76.2% | $3,601-81.3% | $4,645-85.5% |