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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 | $27,773 | $56,063-50.5% | $76,051-63.5% | $80,911-65.7% |
| Participation rate | 71.0% | 62.0%+8.9pp | 69.1%+1.9pp | 67.6%+3.3pp |
| Annual return | 18.90% | 20.54%-1.6pp | 360.42%-341.5pp | 35.63%-16.7pp |
| Employer contribution / active EE | $1,311 | $1,874-30.0% | $2,690-51.2% | $2,756-52.4% |
| Participant deferral / active EE | $1,911 | $3,052-37.4% | $4,257-55.1% | $4,297-55.5% |
| Admin fee / account holder | $998 | $5,240-80.9% | $6,416-84.4% | $6,935-85.6% |