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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 | $23,904 | $70,418-66.1% | $96,570-75.2% | $85,847-72.2% |
| Participation rate | 79.4% | 61.8%+17.6pp | 69.8%+9.6pp | 69.3%+10.1pp |
| Annual return | 13.04% | 18.59%-5.5pp | 37.79%-24.7pp | 318.61%-305.6pp |
| Employer contribution / active EE | $498 | $1,413-64.7% | $2,357-78.9% | $2,565-80.6% |
| Participant deferral / active EE | $3,103 | $2,894+7.2% | $3,849-19.4% | $3,952-21.5% |
| Admin fee / account holder | $777 | $4,995-84.5% | $6,182-87.4% | $6,261-87.6% |