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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 | $25,935 | $77,638-66.6% | $156,551-83.4% | $62,881-58.8% |
| Participation rate | 87.0% | 71.2%+15.8pp | 84.0%+3.0pp | 69.3%+17.7pp |
| Annual return | 8.82% | 50.33%-41.5pp | 32.23%-23.4pp | 20.14%-11.3pp |
| Employer contribution / active EE | $1,230 | $3,444-64.3% | $5,501-77.6% | $2,281-46.1% |
| Participant deferral / active EE | $1,487 | $3,046-51.2% | $4,871-69.5% | $3,203-53.6% |
| Admin fee / account holder | $764 | $5,561-86.3% | $13,028-94.1% | $4,296-82.2% |