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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 | $26,534 | $61,391-56.8% | $149,723-82.3% | $71,529-62.9% |
| Participation rate | 77.3% | 62.5%+14.8pp | 78.8%-1.5pp | 67.9%+9.3pp |
| Annual return | 17.98% | 35.88%-17.9pp | 134.50%-116.5pp | 28.97%-11.0pp |
| Employer contribution / active EE | $1,150 | $2,384-51.8% | $4,821-76.2% | $2,590-55.6% |
| Participant deferral / active EE | $2,723 | $2,921-6.8% | $5,682-52.1% | $4,291-36.5% |
| Admin fee / account holder | $580 | $1,264-54.1% | $13,215-95.6% | $1,588-63.5% |