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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 | $30,302 | $39,028-22.4% | $80,741-62.5% | $85,856-64.7% |
| Participation rate | 80.3% | 41.6%+38.7pp | 54.2%+26.1pp | 69.3%+10.9pp |
| Annual return | 14.92% | 26.31%-11.4pp | 87.30%-72.4pp | 318.58%-303.7pp |
| Employer contribution / active EE | $744 | $722+3.0% | $1,160-35.9% | $2,565-71.0% |
| Participant deferral / active EE | $2,563 | $1,326+93.3% | $2,145+19.5% | $3,952-35.1% |
| Admin fee / account holder | $774 | $2,429-68.2% | $3,380-77.1% | $6,261-87.6% |