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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 | $21,443 | $51,638-58.5% | $68,368-68.6% | $82,448-74.0% |
| Participation rate | 92.9% | 63.6%+29.2pp | 73.8%+19.1pp | 68.1%+24.8pp |
| Annual return | 17.51% | 37.53%-20.0pp | 292.57%-275.1pp | 41.64%-24.1pp |
| Employer contribution / active EE | $2,332 | $2,047+14.0% | $2,649-11.9% | $2,551-8.6% |
| Participant deferral / active EE | $3,652 | $2,914+25.3% | $4,123-11.4% | $4,139-11.8% |
| Admin fee / account holder | $753 | $4,643-83.8% | $5,150-85.4% | $7,234-89.6% |