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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 | $19,560 | $65,395-70.1% | $182,558-89.3% | $72,976-73.2% |
| Participation rate | 76.9% | 65.4%+11.5pp | 78.0%-1.1pp | 69.5%+7.4pp |
| Annual return | 18.23% | 27.68%-9.4pp | 148.59%-130.4pp | 81.02%-62.8pp |
| Employer contribution / active EE | $677 | $1,911-64.6% | $4,076-83.4% | $2,440-72.2% |
| Participant deferral / active EE | $2,189 | $3,563-38.6% | $5,526-60.4% | $3,608-39.3% |
| Admin fee / account holder | $1,678 | $4,245-60.5% | $8,594-80.5% | $5,124-67.2% |