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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 | $29,478 | $176,402-83.3% | $134,162-78.0% | $158,966-81.5% |
| Participation rate | 85.7% | 78.7%+7.0pp | 72.2%+13.5pp | 82.0%+3.8pp |
| Annual return | 27.19% | 63.66%-36.5pp | 36.35%-9.2pp | 302.95%-275.8pp |
| Employer contribution / active EE | $867 | $5,042-82.8% | $3,705-76.6% | $4,762-81.8% |
| Participant deferral / active EE | $2,138 | $4,093-47.8% | $3,500-38.9% | $5,983-64.3% |
| Admin fee / account holder | $855 | $8,719-90.2% | $6,685-87.2% | $11,250-92.4% |