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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 | $26,426 | $91,198-71.0% | $178,503-85.2% | $79,856-66.9% |
| Participation rate | 72.0% | 69.2%+2.8pp | 81.9%-9.9pp | 69.6%+2.4pp |
| Annual return | 19.54% | 24.20%-4.7pp | 151.12%-131.6pp | 31.71%-12.2pp |
| Employer contribution / active EE | $1,061 | $3,257-67.4% | $5,011-78.8% | $2,471-57.1% |
| Participant deferral / active EE | $1,403 | $3,237-56.7% | $5,202-73.0% | $3,741-62.5% |
| Admin fee / account holder | $992 | $6,748-85.3% | $13,987-92.9% | $5,306-81.3% |