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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 | $14,113 | $48,284-70.8% | $67,524-79.1% | $80,911-82.6% |
| Participation rate | 71.0% | 66.4%+4.6pp | 72.9%-1.9pp | 67.6%+3.4pp |
| Annual return | 14.53% | 18.27%-3.7pp | 3519.41%-3504.9pp | 35.63%-21.1pp |
| Employer contribution / active EE | $1,721 | $2,021-14.9% | $2,734-37.0% | $2,756-37.5% |
| Participant deferral / active EE | $1,962 | $2,927-32.9% | $4,001-51.0% | $4,297-54.3% |
| Admin fee / account holder | $1,447 | $3,688-60.8% | $4,001-63.8% | $6,935-79.1% |