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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 | $28,351 | $77,908-63.6% | $149,696-81.1% | $75,173-62.3% |
| Participation rate | 83.8% | 65.6%+18.2pp | 78.8%+5.0pp | 67.2%+16.6pp |
| Annual return | 19.35% | 31.73%-12.4pp | 134.46%-115.1pp | 160.72%-141.4pp |
| Employer contribution / active EE | $1,349 | $3,138-57.0% | $4,821-72.0% | $2,671-49.5% |
| Participant deferral / active EE | $3,480 | $3,411+2.0% | $5,682-38.8% | $4,126-15.7% |
| Admin fee / account holder | $2,333 | $5,950-60.8% | $13,212-82.3% | $5,651-58.7% |