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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 | $19,061 | $46,534-59.0% | $64,097-70.3% | $75,177-74.6% |
| Participation rate | 78.6% | 65.9%+12.6pp | 72.3%+6.3pp | 67.2%+11.4pp |
| Annual return | 20.55% | 26.07%-5.5pp | 33.75%-13.2pp | 160.75%-140.2pp |
| Employer contribution / active EE | $557 | $1,976-71.8% | $2,750-79.7% | $2,671-79.1% |
| Participant deferral / active EE | $2,129 | $2,835-24.9% | $3,881-45.2% | $4,126-48.4% |
| Admin fee / account holder | $353 | $2,957-88.1% | $3,070-88.5% | $5,651-93.8% |