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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 | $28,683 | $84,236-65.9% | $170,435-83.2% | $70,126-59.1% |
| Participation rate | 85.3% | 70.8%+14.5pp | 83.6%+1.7pp | 69.5%+15.8pp |
| Annual return | 17.30% | 23.06%-5.8pp | 205.94%-188.6pp | 73.15%-55.8pp |
| Employer contribution / active EE | $1,440 | $3,387-57.5% | $5,432-73.5% | $2,343-38.5% |
| Participant deferral / active EE | $2,298 | $3,086-25.5% | $4,939-53.5% | $3,332-31.0% |
| Admin fee / account holder | $581 | $5,698-89.8% | $13,881-95.8% | $4,645-87.5% |