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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 | $48,327-70.8% | $67,575-79.1% | $80,935-82.6% |
| Participation rate | 71.0% | 66.4%+4.6pp | 72.9%-1.9pp | 67.7%+3.4pp |
| Annual return | 14.53% | 18.31%-3.8pp | 3528.98%-3514.4pp | 35.66%-21.1pp |
| Employer contribution / active EE | $1,721 | $2,022-14.9% | $2,736-37.1% | $2,757-37.6% |
| Participant deferral / active EE | $1,962 | $2,927-33.0% | $4,003-51.0% | $4,299-54.4% |
| Admin fee / account holder | $1,447 | $3,692-60.8% | $3,993-63.8% | $6,924-79.1% |