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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 | $23,886 | $77,638-69.2% | $156,551-84.7% | $62,881-62.0% |
| Participation rate | 88.6% | 71.2%+17.4pp | 84.0%+4.6pp | 69.3%+19.3pp |
| Annual return | 7.40% | 50.33%-42.9pp | 32.23%-24.8pp | 20.14%-12.7pp |
| Employer contribution / active EE | $1,298 | $3,444-62.3% | $5,501-76.4% | $2,281-43.1% |
| Participant deferral / active EE | $2,116 | $3,046-30.5% | $4,871-56.6% | $3,203-33.9% |
| Admin fee / account holder | $601 | $5,561-89.2% | $13,028-95.4% | $4,296-86.0% |