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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 | $29,854 | $77,920-61.7% | $149,723-80.1% | $75,177-60.3% |
| Participation rate | 75.3% | 65.6%+9.7pp | 78.8%-3.5pp | 67.2%+8.1pp |
| Annual return | 14.89% | 31.72%-16.8pp | 134.50%-119.6pp | 160.75%-145.9pp |
| Employer contribution / active EE | $1,076 | $3,138-65.7% | $4,821-77.7% | $2,671-59.7% |
| Participant deferral / active EE | $1,421 | $3,411-58.3% | $5,682-75.0% | $4,126-65.6% |
| Admin fee / account holder | $858 | $5,951-85.6% | $13,215-93.5% | $5,651-84.8% |