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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 | $22,260 | $58,848-62.2% | $88,179-74.8% | $82,637-73.1% |
| Participation rate | 75.7% | 57.9%+17.8pp | 69.1%+6.6pp | 68.1%+7.7pp |
| Annual return | 17.93% | 22.76%-4.8pp | 64.97%-47.0pp | 53.51%-35.6pp |
| Employer contribution / active EE | $468 | $1,678-72.1% | $2,549-81.6% | $2,552-81.7% |
| Participant deferral / active EE | $1,870 | $3,124-40.1% | $4,614-59.5% | $4,126-54.7% |
| Admin fee / account holder | $893 | $4,795-81.4% | $7,673-88.4% | $7,339-87.8% |