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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 | $30,693 | $77,908-60.6% | $149,696-79.5% | $75,173-59.2% |
| Participation rate | 78.4% | 65.6%+12.8pp | 78.8%-0.4pp | 67.2%+11.2pp |
| Annual return | 15.44% | 31.73%-16.3pp | 134.46%-119.0pp | 160.72%-145.3pp |
| Employer contribution / active EE | $863 | $3,138-72.5% | $4,821-82.1% | $2,671-67.7% |
| Participant deferral / active EE | $2,772 | $3,411-18.7% | $5,682-51.2% | $4,126-32.8% |
| Admin fee / account holder | $4,480 | $5,950-24.7% | $13,212-66.1% | $5,651-20.7% |