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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 | $41,750 | $59,123-29.4% | $77,183-45.9% | $75,181-44.5% |
| Participation rate | 79.3% | 63.9%+15.4pp | 69.6%+9.7pp | 67.2%+12.1pp |
| Annual return | 16.21% | 26.72%-10.5pp | 37.89%-21.7pp | 160.69%-144.5pp |
| Employer contribution / active EE | $1,219 | $1,996-38.9% | $2,534-51.9% | $2,671-54.4% |
| Participant deferral / active EE | $2,482 | $2,999-17.2% | $3,833-35.2% | $4,126-39.8% |
| Admin fee / account holder | $577 | $4,776-87.9% | $5,475-89.5% | $5,650-89.8% |