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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 | $29,010 | $84,236-65.6% | $170,435-83.0% | $70,126-58.6% |
| Participation rate | 88.5% | 70.8%+17.6pp | 83.6%+4.9pp | 69.5%+18.9pp |
| Annual return | 17.55% | 23.06%-5.5pp | 205.94%-188.4pp | 73.15%-55.6pp |
| Employer contribution / active EE | $1,909 | $3,387-43.6% | $5,432-64.9% | $2,343-18.5% |
| Participant deferral / active EE | $2,582 | $3,086-16.3% | $4,939-47.7% | $3,332-22.5% |
| Admin fee / account holder | $695 | $5,698-87.8% | $13,881-95.0% | $4,645-85.0% |