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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 | $25,033 | $32,037-21.9% | $69,182-63.8% | $62,881-60.2% |
| Participation rate | 92.9% | 43.4%+49.4pp | 55.1%+37.7pp | 69.3%+23.6pp |
| Annual return | 34.54% | 15.16%+19.4pp | -21.93%+56.5pp | 20.14%+14.4pp |
| Employer contribution / active EE | $781 | $679+15.0% | $1,206-35.3% | $2,281-65.8% |
| Participant deferral / active EE | $5,985 | $1,185+404.9% | $1,897+215.5% | $3,203+86.9% |
| Admin fee / account holder | $497 | $2,608-81.0% | $2,697-81.6% | $4,296-88.4% |