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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 | $17,644 | $62,672-71.8% | $185,117-90.5% | $70,126-74.8% |
| Participation rate | 76.7% | 63.8%+12.9pp | 77.3%-0.6pp | 69.5%+7.1pp |
| Annual return | 24.93% | 40.79%-15.9pp | 40.50%-15.6pp | 73.15%-48.2pp |
| Employer contribution / active EE | $961 | $1,753-45.2% | $4,182-77.0% | $2,343-59.0% |
| Participant deferral / active EE | $3,642 | $3,272+11.3% | $5,045-27.8% | $3,332+9.3% |
| Admin fee / account holder | $1,420 | $3,932-63.9% | $8,159-82.6% | $4,645-69.4% |