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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 | $19,294 | $48,337-60.1% | $67,560-71.4% | $80,959-76.2% |
| Participation rate | 84.4% | 66.4%+17.9pp | 72.9%+11.4pp | 67.7%+16.7pp |
| Annual return | 14.90% | 18.26%-3.4pp | 3533.50%-3518.6pp | 35.67%-20.8pp |
| Employer contribution / active EE | $1,587 | $2,023-21.5% | $2,737-42.0% | $2,757-42.4% |
| Participant deferral / active EE | $3,070 | $2,928+4.8% | $4,004-23.3% | $4,300-28.6% |
| Admin fee / account holder | $1,195 | $3,695-67.7% | $3,994-70.1% | $6,925-82.7% |