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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 | $21,051 | $51,638-59.2% | $68,368-69.2% | $82,448-74.5% |
| Participation rate | 96.8% | 63.6%+33.2pp | 73.8%+23.0pp | 68.1%+28.7pp |
| Annual return | 20.53% | 37.53%-17.0pp | 292.57%-272.0pp | 41.64%-21.1pp |
| Employer contribution / active EE | $878 | $2,047-57.1% | $2,649-66.9% | $2,551-65.6% |
| Participant deferral / active EE | $3,057 | $2,914+4.9% | $4,123-25.8% | $4,139-26.1% |
| Admin fee / account holder | $336 | $4,643-92.8% | $5,150-93.5% | $7,234-95.4% |