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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 | $25,601 | $77,908-67.1% | $149,696-82.9% | $75,173-65.9% |
| Participation rate | 79.1% | 65.6%+13.5pp | 78.8%+0.3pp | 67.2%+11.9pp |
| Annual return | 13.55% | 31.73%-18.2pp | 134.46%-120.9pp | 160.72%-147.2pp |
| Employer contribution / active EE | $1,088 | $3,138-65.3% | $4,821-77.4% | $2,671-59.3% |
| Participant deferral / active EE | $3,859 | $3,411+13.1% | $5,682-32.1% | $4,126-6.5% |
| Admin fee / account holder | $472 | $5,950-92.1% | $13,212-96.4% | $5,651-91.7% |