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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 | $26,028 | $62,672-58.5% | $185,117-85.9% | $70,126-62.9% |
| Participation rate | 82.9% | 63.8%+19.1pp | 77.3%+5.7pp | 69.5%+13.4pp |
| Annual return | 18.60% | 40.79%-22.2pp | 40.50%-21.9pp | 73.15%-54.5pp |
| Employer contribution / active EE | $1,163 | $1,753-33.7% | $4,182-72.2% | $2,343-50.4% |
| Participant deferral / active EE | $2,383 | $3,272-27.2% | $5,045-52.8% | $3,332-28.5% |
| Admin fee / account holder | $437 | $3,932-88.9% | $8,159-94.6% | $4,645-90.6% |