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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 | $21,950 | $116,434-81.1% | $65,583-66.5% | $139,487-84.3% |
| Participation rate | 85.7% | 67.9%+17.8pp | 65.0%+20.7pp | 80.3%+5.4pp |
| Annual return | 18.92% | 31.34%-12.4pp | 47.46%-28.5pp | 373.84%-354.9pp |
| Employer contribution / active EE | $1,570 | $2,602-39.7% | $1,692-7.2% | $4,755-67.0% |
| Participant deferral / active EE | $1,953 | $4,245-54.0% | $2,833-31.1% | $6,713-70.9% |
| Admin fee / account holder | $3,009 | $6,696-55.1% | $4,112-26.8% | $11,407-73.6% |