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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 | $43,461 | $50,554-14.0% | $67,681-35.8% | $87,485-50.3% |
| Participation rate | 70.5% | 67.7%+2.7pp | 73.7%-3.3pp | 68.9%+1.5pp |
| Annual return | 11.57% | 17.81%-6.2pp | 590.58%-579.0pp | 26.06%-14.5pp |
| Employer contribution / active EE | $626 | $1,988-68.5% | $2,678-76.6% | $2,596-75.9% |
| Participant deferral / active EE | $1,900 | $2,961-35.8% | $3,976-52.2% | $4,274-55.5% |
| Admin fee / account holder | $559 | $4,132-86.5% | $6,100-90.8% | $7,775-92.8% |