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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 | $26,361 | $77,920-66.2% | $149,723-82.4% | $75,177-64.9% |
| Participation rate | 71.4% | 65.6%+5.8pp | 78.8%-7.4pp | 67.2%+4.2pp |
| Annual return | 17.38% | 31.72%-14.3pp | 134.50%-117.1pp | 160.75%-143.4pp |
| Employer contribution / active EE | $1,900 | $3,138-39.5% | $4,821-60.6% | $2,671-28.9% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,122 | $5,951-47.5% | $13,215-76.4% | $5,651-44.8% |