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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 | $23,430 | $77,901-69.9% | $149,717-84.4% | $75,181-68.8% |
| Participation rate | 79.8% | 65.6%+14.2pp | 78.8%+1.0pp | 67.2%+12.6pp |
| Annual return | 14.20% | 31.73%-17.5pp | 134.41%-120.2pp | 160.69%-146.5pp |
| Employer contribution / active EE | $1,264 | $3,137-59.7% | $4,820-73.8% | $2,671-52.7% |
| Participant deferral / active EE | $2,838 | $3,411-16.8% | $5,682-50.1% | $4,126-31.2% |
| Admin fee / account holder | $1,265 | $5,949-78.7% | $13,213-90.4% | $5,650-77.6% |