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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 | $53,843 | $65,034-17.2% | $90,970-40.8% | $79,856-32.6% |
| Participation rate | 79.6% | 61.6%+18.0pp | 69.0%+10.6pp | 69.6%+10.0pp |
| Annual return | 15.76% | 30.45%-14.7pp | 134.60%-118.8pp | 31.71%-15.9pp |
| Employer contribution / active EE | $808 | $1,247-35.2% | $2,122-61.9% | $2,471-67.3% |
| Participant deferral / active EE | $4,299 | $2,512+71.1% | $3,373+27.5% | $3,741+14.9% |
| Admin fee / account holder | $564 | $4,536-87.6% | $5,961-90.5% | $5,306-89.4% |