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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 | $60,442-63.2% | $96,754-77.0% | $87,485-74.6% |
| Participation rate | 75.7% | 58.7%+17.0pp | 70.3%+5.4pp | 68.9%+6.8pp |
| Annual return | 17.93% | 21.97%-4.0pp | 82.04%-64.1pp | 26.06%-8.1pp |
| Employer contribution / active EE | $468 | $1,691-72.3% | $2,679-82.5% | $2,596-82.0% |
| Participant deferral / active EE | $1,870 | $3,280-43.0% | $4,758-60.7% | $4,274-56.3% |
| Admin fee / account holder | $893 | $5,069-82.4% | $8,905-90.0% | $7,775-88.5% |