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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 | $22,188 | $77,814-71.5% | $158,223-86.0% | $86,983-74.5% |
| Participation rate | 77.8% | 68.4%+9.4pp | 79.2%-1.4pp | 69.5%+8.2pp |
| Annual return | 16.27% | 30.54%-14.3pp | 52.09%-35.8pp | 25.83%-9.6pp |
| Employer contribution / active EE | $825 | $2,592-68.2% | $4,109-79.9% | $2,584-68.1% |
| Participant deferral / active EE | $1,653 | $3,270-49.4% | $5,467-69.8% | $4,194-60.6% |
| Admin fee / account holder | $315 | $5,879-94.6% | $16,047-98.0% | $7,856-96.0% |