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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 | $21,646 | $60,454-64.2% | $81,844-73.6% | $74,459-70.9% |
| Participation rate | 92.8% | 63.0%+29.8pp | 72.4%+20.4pp | 67.2%+25.6pp |
| Annual return | 11.76% | 16.87%-5.1pp | 778.87%-767.1pp | 1369.70%-1357.9pp |
| Employer contribution / active EE | $1,554 | $2,630-40.9% | $2,916-46.7% | $2,626-40.8% |
| Participant deferral / active EE | $2,613 | $3,398-23.1% | $4,323-39.6% | $4,350-39.9% |
| Admin fee / account holder | $1,631 | $1,490+9.4% | $7,355-77.8% | $1,945-16.1% |