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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 | $12,719 | $77,908-83.7% | $149,696-91.5% | $75,173-83.1% |
| Participation rate | 75.0% | 65.6%+9.4pp | 78.8%-3.8pp | 67.2%+7.8pp |
| Annual return | 19.63% | 31.73%-12.1pp | 134.46%-114.8pp | 160.72%-141.1pp |
| Employer contribution / active EE | $1,485 | $3,138-52.7% | $4,821-69.2% | $2,671-44.4% |
| Participant deferral / active EE | $3,168 | $3,411-7.1% | $5,682-44.3% | $4,126-23.2% |
| Admin fee / account holder | $1,343 | $5,950-77.4% | $13,212-89.8% | $5,651-76.2% |