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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 | $25,474 | $77,638-67.2% | $156,551-83.7% | $62,881-59.5% |
| Participation rate | 80.0% | 71.2%+8.8pp | 84.0%-4.0pp | 69.3%+10.7pp |
| Annual return | 8.54% | 50.33%-41.8pp | 32.23%-23.7pp | 20.14%-11.6pp |
| Employer contribution / active EE | $1,174 | $3,444-65.9% | $5,501-78.7% | $2,281-48.5% |
| Participant deferral / active EE | $2,084 | $3,046-31.6% | $4,871-57.2% | $3,203-34.9% |
| Admin fee / account holder | $1,978 | $5,561-64.4% | $13,028-84.8% | $4,296-54.0% |