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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 | $18,103 | $77,908-76.8% | $149,696-87.9% | $75,173-75.9% |
| Participation rate | 82.7% | 65.6%+17.1pp | 78.8%+3.9pp | 67.2%+15.4pp |
| Annual return | 14.94% | 31.73%-16.8pp | 134.46%-119.5pp | 160.72%-145.8pp |
| Employer contribution / active EE | $772 | $3,138-75.4% | $4,821-84.0% | $2,671-71.1% |
| Participant deferral / active EE | $1,158 | $3,411-66.1% | $5,682-79.6% | $4,126-71.9% |
| Admin fee / account holder | $578 | $5,950-90.3% | $13,212-95.6% | $5,651-89.8% |