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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 | $19,528 | $65,395-70.1% | $182,558-89.3% | $72,976-73.2% |
| Participation rate | 80.6% | 65.4%+15.2pp | 78.0%+2.7pp | 69.5%+11.2pp |
| Annual return | 26.05% | 27.68%-1.6pp | 148.59%-122.5pp | 81.02%-55.0pp |
| Employer contribution / active EE | $1,642 | $1,911-14.1% | $4,076-59.7% | $2,440-32.7% |
| Participant deferral / active EE | $3,228 | $3,563-9.4% | $5,526-41.6% | $3,608-10.5% |
| Admin fee / account holder | $559 | $4,245-86.8% | $8,594-93.5% | $5,124-89.1% |