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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 | $6,579 | $76,407-91.4% | $150,298-95.6% | $82,448-92.0% |
| Participation rate | 84.2% | 66.4%+17.8pp | 77.8%+6.5pp | 68.1%+16.1pp |
| Annual return | 19.84% | 39.99%-20.2pp | 62.79%-42.9pp | 41.64%-21.8pp |
| Employer contribution / active EE | $916 | $2,614-65.0% | $4,154-78.0% | $2,551-64.1% |
| Participant deferral / active EE | $1,667 | $3,214-48.1% | $5,453-69.4% | $4,139-59.7% |
| Admin fee / account holder | $1,325 | $6,352-79.1% | $14,116-90.6% | $7,234-81.7% |