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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 | $51,905 | $77,908-33.4% | $149,696-65.3% | $75,173-31.0% |
| Participation rate | 75.0% | 65.6%+9.4pp | 78.8%-3.8pp | 67.2%+7.8pp |
| Annual return | 13.89% | 31.73%-17.8pp | 134.46%-120.6pp | 160.72%-146.8pp |
| Employer contribution / active EE | $522 | $3,138-83.4% | $4,821-89.2% | $2,671-80.4% |
| Participant deferral / active EE | $1,714 | $3,411-49.8% | $5,682-69.8% | $4,126-58.5% |
| Admin fee / account holder | $15,148 | $5,950+154.6% | $13,212+14.7% | $5,651+168.1% |