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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 | $21,947 | $93,617-76.6% | $135,982-83.9% | $75,177-70.8% |
| Participation rate | 89.4% | 75.2%+14.2pp | 81.9%+7.5pp | 67.2%+22.2pp |
| Annual return | 21.13% | 30.89%-9.8pp | 68.32%-47.2pp | 160.75%-139.6pp |
| Employer contribution / active EE | $1,259 | $3,538-64.4% | $4,859-74.1% | $2,671-52.9% |
| Participant deferral / active EE | $2,514 | $6,406-60.7% | $7,760-67.6% | $4,126-39.1% |
| Admin fee / account holder | $890 | $6,980-87.2% | $10,767-91.7% | $5,651-84.2% |