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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 | $22,660 | $84,236-73.1% | $170,435-86.7% | $70,126-67.7% |
| Participation rate | 86.8% | 70.8%+16.0pp | 83.6%+3.2pp | 69.5%+17.3pp |
| Annual return | 16.69% | 23.06%-6.4pp | 205.94%-189.3pp | 73.15%-56.5pp |
| Employer contribution / active EE | $763 | $3,387-77.5% | $5,432-86.0% | $2,343-67.4% |
| Participant deferral / active EE | $1,753 | $3,086-43.2% | $4,939-64.5% | $3,332-47.4% |
| Admin fee / account holder | $6,007 | $5,698+5.4% | $13,881-56.7% | $4,645+29.3% |