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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 | $29,229 | $147,556-80.2% | $129,031-77.3% | $198,609-85.3% |
| Participation rate | 95.8% | 77.2%+18.6pp | 73.4%+22.5pp | 82.4%+13.5pp |
| Annual return | 11.15% | 37.41%-26.3pp | 34.67%-23.5pp | 202.70%-191.5pp |
| Employer contribution / active EE | $1,770 | $3,645-51.4% | $3,226-45.1% | $5,055-65.0% |
| Participant deferral / active EE | $4,037 | $5,760-29.9% | $5,217-22.6% | $6,977-42.1% |
| Admin fee / account holder | $964 | $15,467-93.8% | $13,208-92.7% | $19,030-94.9% |