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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 | $13,819 | $77,908-82.3% | $149,696-90.8% | $75,173-81.6% |
| Participation rate | 74.4% | 65.6%+8.8pp | 78.8%-4.4pp | 67.2%+7.2pp |
| Annual return | 33.95% | 31.73%+2.2pp | 134.46%-100.5pp | 160.72%-126.8pp |
| Employer contribution / active EE | $2,165 | $3,138-31.0% | $4,821-55.1% | $2,671-19.0% |
| Participant deferral / active EE | $2,681 | $3,411-21.4% | $5,682-52.8% | $4,126-35.0% |
| Admin fee / account holder | $1,151 | $5,950-80.7% | $13,212-91.3% | $5,651-79.6% |