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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 | $29,857 | $84,236-64.6% | $170,439-82.5% | $70,124-57.4% |
| Participation rate | 76.2% | 70.8%+5.4pp | 83.6%-7.4pp | 69.5%+6.6pp |
| Annual return | 20.49% | 23.06%-2.6pp | 205.94%-185.4pp | 73.14%-52.7pp |
| Employer contribution / active EE | $1,216 | $3,387-64.1% | $5,433-77.6% | $2,342-48.1% |
| Participant deferral / active EE | $2,186 | $3,086-29.2% | $4,939-55.7% | $3,332-34.4% |
| Admin fee / account holder | $2,265 | $5,698-60.2% | $13,881-83.7% | $4,645-51.2% |