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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 | $23,202 | $77,920-70.2% | $149,723-84.5% | $75,177-69.1% |
| Participation rate | 72.4% | 65.6%+6.8pp | 78.8%-6.4pp | 67.2%+5.2pp |
| Annual return | 19.88% | 31.72%-11.8pp | 134.50%-114.6pp | 160.75%-140.9pp |
| Employer contribution / active EE | $775 | $3,138-75.3% | $4,821-83.9% | $2,671-71.0% |
| Participant deferral / active EE | $2,153 | $3,411-36.9% | $5,682-62.1% | $4,126-47.8% |
| Admin fee / account holder | $1,496 | $5,951-74.9% | $13,215-88.7% | $5,651-73.5% |