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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 | $26,111 | $53,128-50.9% | $86,582-69.8% | $70,126-62.8% |
| Participation rate | 81.5% | 65.3%+16.2pp | 73.5%+7.9pp | 69.5%+11.9pp |
| Annual return | 14.24% | 27.66%-13.4pp | 965.08%-950.8pp | 73.15%-58.9pp |
| Employer contribution / active EE | $783 | $2,068-62.2% | $2,839-72.4% | $2,343-66.6% |
| Participant deferral / active EE | $1,605 | $2,695-40.4% | $3,609-55.5% | $3,332-51.8% |
| Admin fee / account holder | $2,443 | $3,584-31.8% | $4,904-50.2% | $4,645-47.4% |