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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 | $13,990 | $50,554-72.3% | $67,681-79.3% | $87,485-84.0% |
| Participation rate | 71.4% | 67.7%+3.7pp | 73.7%-2.3pp | 68.9%+2.5pp |
| Annual return | 13.68% | 17.81%-4.1pp | 590.58%-576.9pp | 26.06%-12.4pp |
| Employer contribution / active EE | $2,173 | $1,988+9.3% | $2,678-18.8% | $2,596-16.3% |
| Participant deferral / active EE | $1,893 | $2,961-36.1% | $3,976-52.4% | $4,274-55.7% |
| Admin fee / account holder | $3,021 | $4,132-26.9% | $6,100-50.5% | $7,775-61.1% |