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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 | $24,786 | $77,920-68.2% | $149,723-83.4% | $75,177-67.0% |
| Participation rate | 80.5% | 65.6%+14.9pp | 78.8%+1.7pp | 67.2%+13.3pp |
| Annual return | 16.46% | 31.72%-15.3pp | 134.50%-118.0pp | 160.75%-144.3pp |
| Employer contribution / active EE | $560 | $3,138-82.2% | $4,821-88.4% | $2,671-79.0% |
| Participant deferral / active EE | $918 | $3,411-73.1% | $5,682-83.8% | $4,126-77.7% |
| Admin fee / account holder | $1,179 | $5,951-80.2% | $13,215-91.1% | $5,651-79.1% |