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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 | $18,821 | $77,920-75.8% | $149,723-87.4% | $75,177-75.0% |
| Participation rate | 97.4% | 65.6%+31.9pp | 78.8%+18.7pp | 67.2%+30.2pp |
| Annual return | 14.52% | 31.72%-17.2pp | 134.50%-120.0pp | 160.75%-146.2pp |
| Employer contribution / active EE | $1,798 | $3,138-42.7% | $4,821-62.7% | $2,671-32.7% |
| Participant deferral / active EE | $1,451 | $3,411-57.5% | $5,682-74.5% | $4,126-64.8% |
| Admin fee / account holder | $882 | $5,951-85.2% | $13,215-93.3% | $5,651-84.4% |