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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 | $33,604 | $102,385-67.2% | $147,080-77.2% | $80,935-58.5% |
| Participation rate | 89.5% | 75.9%+13.6pp | 82.2%+7.3pp | 67.7%+21.8pp |
| Annual return | 13.65% | 135.09%-121.4pp | 420.17%-406.5pp | 35.66%-22.0pp |
| Employer contribution / active EE | $892 | $3,717-76.0% | $4,933-81.9% | $2,757-67.6% |
| Participant deferral / active EE | $6,702 | $6,651+0.8% | $8,066-16.9% | $4,299+55.9% |
| Admin fee / account holder | $1,312 | $7,951-83.5% | $12,989-89.9% | $6,924-81.1% |