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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 | $26,639 | $50,554-47.3% | $67,681-60.6% | $87,485-69.6% |
| Participation rate | 75.5% | 67.7%+7.8pp | 73.7%+1.7pp | 68.9%+6.5pp |
| Annual return | 21.42% | 17.81%+3.6pp | 590.58%-569.2pp | 26.06%-4.6pp |
| Employer contribution / active EE | $518 | $1,988-74.0% | $2,678-80.7% | $2,596-80.1% |
| Participant deferral / active EE | $5,428 | $2,961+83.3% | $3,976+36.5% | $4,274+27.0% |
| Admin fee / account holder | $2,054 | $4,132-50.3% | $6,100-66.3% | $7,775-73.6% |