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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 | $24,824 | $89,259-72.2% | $107,187-76.8% | $82,637-70.0% |
| Participation rate | 71.7% | 67.9%+3.7pp | 75.0%-3.4pp | 68.1%+3.6pp |
| Annual return | 13.71% | 21.02%-7.3pp | 204.55%-190.8pp | 53.51%-39.8pp |
| Employer contribution / active EE | $1,200 | $3,080-61.0% | $3,782-68.3% | $2,552-53.0% |
| Participant deferral / active EE | $2,810 | $4,037-30.4% | $5,096-44.9% | $4,126-31.9% |
| Admin fee / account holder | $1,582 | $7,381-78.6% | $9,162-82.7% | $7,339-78.4% |