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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 | $29,395 | $48,078-38.9% | $78,676-62.6% | $62,881-53.3% |
| Participation rate | 96.2% | 65.2%+30.9pp | 73.6%+22.6pp | 69.3%+26.8pp |
| Annual return | 5.66% | 31.36%-25.7pp | 62.19%-56.5pp | 20.14%-14.5pp |
| Employer contribution / active EE | $448 | $2,015-77.8% | $2,850-84.3% | $2,281-80.4% |
| Participant deferral / active EE | $1,791 | $2,587-30.8% | $3,517-49.1% | $3,203-44.1% |
| Admin fee / account holder | $354 | $3,206-89.0% | $4,510-92.1% | $4,296-91.8% |