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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 | $33,623 | $84,236-60.1% | $170,435-80.3% | $70,126-52.1% |
| Participation rate | 92.5% | 70.8%+21.7pp | 83.6%+8.9pp | 69.5%+23.0pp |
| Annual return | 19.74% | 23.06%-3.3pp | 205.94%-186.2pp | 73.15%-53.4pp |
| Employer contribution / active EE | $920 | $3,387-72.8% | $5,432-83.1% | $2,343-60.7% |
| Participant deferral / active EE | $2,472 | $3,086-19.9% | $4,939-50.0% | $3,332-25.8% |
| Admin fee / account holder | $2,109 | $5,698-63.0% | $13,881-84.8% | $4,645-54.6% |