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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 | $23,071 | $53,128-56.6% | $86,582-73.4% | $70,126-67.1% |
| Participation rate | 75.0% | 65.3%+9.7pp | 73.5%+1.5pp | 69.5%+5.5pp |
| Annual return | 17.52% | 27.66%-10.1pp | 965.08%-947.6pp | 73.15%-55.6pp |
| Employer contribution / active EE | $653 | $2,068-68.4% | $2,839-77.0% | $2,343-72.1% |
| Participant deferral / active EE | $2,109 | $2,695-21.7% | $3,609-41.6% | $3,332-36.7% |
| Admin fee / account holder | $1,031 | $3,584-71.2% | $4,904-79.0% | $4,645-77.8% |