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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 | $29,529 | $85,171-65.3% | $172,753-82.9% | $72,976-59.5% |
| Participation rate | 72.4% | 70.1%+2.4pp | 82.6%-10.2pp | 69.5%+2.9pp |
| Annual return | 21.33% | 27.32%-6.0pp | 803.00%-781.7pp | 81.02%-59.7pp |
| Employer contribution / active EE | $405 | $3,324-87.8% | $5,144-92.1% | $2,440-83.4% |
| Participant deferral / active EE | $1,969 | $3,260-39.6% | $5,198-62.1% | $3,608-45.4% |
| Admin fee / account holder | $6,484 | $5,880+10.3% | $13,956-53.5% | $5,124+26.5% |