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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 | $24,029 | $78,690-69.5% | $161,489-85.1% | $87,485-72.5% |
| Participation rate | 83.9% | 67.5%+16.4pp | 78.7%+5.2pp | 68.9%+14.9pp |
| Annual return | 16.62% | 32.74%-16.1pp | 89.72%-73.1pp | 26.06%-9.4pp |
| Employer contribution / active EE | $1,378 | $2,588-46.8% | $4,268-67.7% | $2,596-46.9% |
| Participant deferral / active EE | $1,421 | $3,311-57.1% | $5,630-74.8% | $4,274-66.7% |
| Admin fee / account holder | $785 | $6,724-88.3% | $16,006-95.1% | $7,775-89.9% |