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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 | $29,679 | $176,402-83.2% | $134,162-77.9% | $158,982-81.3% |
| Participation rate | 83.3% | 78.7%+4.6pp | 72.2%+11.1pp | 82.0%+1.4pp |
| Annual return | 10.70% | 63.66%-53.0pp | 36.35%-25.6pp | 302.99%-292.3pp |
| Employer contribution / active EE | $1,416 | $5,042-71.9% | $3,705-61.8% | $4,763-70.3% |
| Participant deferral / active EE | $2,113 | $4,093-48.4% | $3,500-39.6% | $5,983-64.7% |
| Admin fee / account holder | $465 | $8,719-94.7% | $6,685-93.0% | $11,252-95.9% |