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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 | $28,738 | $50,082-42.6% | $93,419-69.2% | $79,852-64.0% |
| Participation rate | 72.7% | 60.9%+11.8pp | 66.8%+5.9pp | 69.6%+3.1pp |
| Annual return | 19.17% | 24.59%-5.4pp | 78.05%-58.9pp | 31.72%-12.5pp |
| Employer contribution / active EE | $1,073 | $1,303-17.7% | $2,075-48.3% | $2,471-56.6% |
| Participant deferral / active EE | $2,406 | $2,212+8.7% | $3,126-23.0% | $3,740-35.7% |
| Admin fee / account holder | $513 | $3,454-85.1% | $5,230-90.2% | $5,306-90.3% |