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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 | $32,480 | $32,037+1.4% | $69,182-53.1% | $62,881-48.3% |
| Participation rate | 86.3% | 43.4%+42.9pp | 55.1%+31.2pp | 69.3%+17.0pp |
| Annual return | 4.63% | 15.16%-10.5pp | -21.93%+26.6pp | 20.14%-15.5pp |
| Employer contribution / active EE | $1,505 | $679+121.5% | $1,206+24.7% | $2,281-34.0% |
| Participant deferral / active EE | $1,614 | $1,185+36.1% | $1,897-14.9% | $3,203-49.6% |
| Admin fee / account holder | $7,172 | $2,608+175.0% | $2,697+166.0% | $4,296+67.0% |