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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 | $33,745 | $84,236-59.9% | $170,435-80.2% | $70,126-51.9% |
| Participation rate | 90.0% | 70.8%+19.2pp | 83.6%+6.4pp | 69.5%+20.5pp |
| Annual return | 17.22% | 23.06%-5.8pp | 205.94%-188.7pp | 73.15%-55.9pp |
| Employer contribution / active EE | $814 | $3,387-76.0% | $5,432-85.0% | $2,343-65.2% |
| Participant deferral / active EE | $2,889 | $3,086-6.4% | $4,939-41.5% | $3,332-13.3% |
| Admin fee / account holder | $1,178 | $5,698-79.3% | $13,881-91.5% | $4,645-74.6% |