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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 | $29,278 | $42,546-31.2% | $71,796-59.2% | $55,167-46.9% |
| Participation rate | 76.6% | 59.1%+17.5pp | 69.1%+7.5pp | 69.0%+7.6pp |
| Annual return | 14.49% | 12.36%+2.1pp | 78.04%-63.6pp | 169.23%-154.7pp |
| Employer contribution / active EE | $1,374 | $803+71.1% | $1,924-28.6% | $1,963-30.0% |
| Participant deferral / active EE | $2,249 | $2,064+8.9% | $2,794-19.5% | $3,054-26.4% |
| Admin fee / account holder | $2,084 | $650+220.8% | $4,815-56.7% | $504+313.5% |