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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 | $28,455 | $49,255-42.2% | $70,494-59.6% | $79,856-64.4% |
| Participation rate | 95.5% | 69.2%+26.3pp | 75.1%+20.4pp | 69.6%+25.8pp |
| Annual return | 10.44% | 30.10%-19.7pp | 109.16%-98.7pp | 31.71%-21.3pp |
| Employer contribution / active EE | $794 | $2,100-62.2% | $2,738-71.0% | $2,471-67.9% |
| Participant deferral / active EE | $2,175 | $2,768-21.4% | $3,711-41.4% | $3,741-41.9% |
| Admin fee / account holder | $5,598 | $2,879+94.4% | $3,848+45.5% | $5,306+5.5% |