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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 | $27,844 | $77,638-64.1% | $156,551-82.2% | $62,881-55.7% |
| Participation rate | 78.6% | 71.2%+7.4pp | 84.0%-5.4pp | 69.3%+9.3pp |
| Annual return | 6.09% | 50.33%-44.2pp | 32.23%-26.1pp | 20.14%-14.1pp |
| Employer contribution / active EE | $1,535 | $3,444-55.4% | $5,501-72.1% | $2,281-32.7% |
| Participant deferral / active EE | $2,803 | $3,046-8.0% | $4,871-42.5% | $3,203-12.5% |
| Admin fee / account holder | $710 | $5,561-87.2% | $13,028-94.5% | $4,296-83.5% |