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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 | $10,832 | $77,901-86.1% | $149,717-92.8% | $75,181-85.6% |
| Participation rate | 70.0% | 65.6%+4.4pp | 78.8%-8.8pp | 67.2%+2.8pp |
| Annual return | 23.11% | 31.73%-8.6pp | 134.41%-111.3pp | 160.69%-137.6pp |
| Employer contribution / active EE | $1,685 | $3,137-46.3% | $4,820-65.0% | $2,671-36.9% |
| Participant deferral / active EE | $2,649 | $3,411-22.3% | $5,682-53.4% | $4,126-35.8% |
| Admin fee / account holder | $866 | $5,949-85.4% | $13,213-93.4% | $5,650-84.7% |