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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 | $77,920-86.1% | $149,723-92.8% | $75,177-85.6% |
| Participation rate | 70.0% | 65.6%+4.4pp | 78.8%-8.8pp | 67.2%+2.8pp |
| Annual return | 23.11% | 31.72%-8.6pp | 134.50%-111.4pp | 160.75%-137.6pp |
| Employer contribution / active EE | $1,685 | $3,138-46.3% | $4,821-65.0% | $2,671-36.9% |
| Participant deferral / active EE | $2,649 | $3,411-22.4% | $5,682-53.4% | $4,126-35.8% |
| Admin fee / account holder | $866 | $5,951-85.5% | $13,215-93.4% | $5,651-84.7% |