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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 | $64,869 | $77,901-16.7% | $149,717-56.7% | $75,181-13.7% |
| Participation rate | 83.3% | 65.6%+17.8pp | 78.8%+4.6pp | 67.2%+16.1pp |
| Annual return | 16.30% | 31.73%-15.4pp | 134.41%-118.1pp | 160.69%-144.4pp |
| Employer contribution / active EE | $524 | $3,137-83.3% | $4,820-89.1% | $2,671-80.4% |
| Participant deferral / active EE | $2,095 | $3,411-38.6% | $5,682-63.1% | $4,126-49.2% |
| Admin fee / account holder | $686 | $5,949-88.5% | $13,213-94.8% | $5,650-87.9% |