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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 | $22,336 | $61,338-63.6% | $149,717-85.1% | $71,495-68.8% |
| Participation rate | 71.3% | 62.5%+8.8pp | 78.8%-7.5pp | 67.9%+3.4pp |
| Annual return | 14.45% | 35.86%-21.4pp | 134.41%-120.0pp | 28.85%-14.4pp |
| Employer contribution / active EE | $744 | $2,381-68.8% | $4,820-84.6% | $2,589-71.3% |
| Participant deferral / active EE | $1,232 | $2,919-57.8% | $5,682-78.3% | $4,291-71.3% |
| Admin fee / account holder | $371 | $1,263-70.6% | $13,213-97.2% | $1,588-76.6% |