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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 | $47,479-43.9% | $62,929-57.7% | $82,448-67.7% |
| Participation rate | 75.5% | 66.9%+8.6pp | 73.1%+2.4pp | 68.1%+7.4pp |
| Annual return | 21.42% | 20.34%+1.1pp | 1063.93%-1042.5pp | 41.64%-20.2pp |
| Employer contribution / active EE | $518 | $1,885-72.5% | $2,505-79.3% | $2,551-79.7% |
| Participant deferral / active EE | $5,428 | $2,870+89.1% | $3,888+39.6% | $4,139+31.1% |
| Admin fee / account holder | $2,054 | $3,804-46.0% | $5,065-59.5% | $7,234-71.6% |