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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 | $43,586 | $58,099-25.0% | $76,872-43.3% | $75,173-42.0% |
| Participation rate | 82.1% | 63.9%+18.3pp | 69.6%+12.6pp | 67.2%+14.9pp |
| Annual return | 16.78% | 26.71%-9.9pp | 37.90%-21.1pp | 160.72%-143.9pp |
| Employer contribution / active EE | $1,428 | $1,996-28.4% | $2,533-43.6% | $2,671-46.5% |
| Participant deferral / active EE | $2,706 | $2,999-9.8% | $3,832-29.4% | $4,126-34.4% |
| Admin fee / account holder | $836 | $4,778-82.5% | $5,476-84.7% | $5,651-85.2% |