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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 | $21,925 | $91,198-76.0% | $178,503-87.7% | $79,856-72.5% |
| Participation rate | 71.4% | 69.2%+2.2pp | 81.9%-10.5pp | 69.6%+1.8pp |
| Annual return | 16.54% | 24.20%-7.7pp | 151.12%-134.6pp | 31.71%-15.2pp |
| Employer contribution / active EE | $909 | $3,257-72.1% | $5,011-81.9% | $2,471-63.2% |
| Participant deferral / active EE | $2,561 | $3,237-20.9% | $5,202-50.8% | $3,741-31.5% |
| Admin fee / account holder | $631 | $6,748-90.7% | $13,987-95.5% | $5,306-88.1% |