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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 | $48,011-70.9% | $63,803-78.1% | $82,637-83.1% |
| Participation rate | 71.4% | 66.6%+4.9pp | 72.7%-1.3pp | 68.1%+3.4pp |
| Annual return | 13.68% | 19.84%-6.2pp | 543.72%-530.0pp | 53.51%-39.8pp |
| Employer contribution / active EE | $2,173 | $1,904+14.2% | $2,532-14.2% | $2,552-14.8% |
| Participant deferral / active EE | $1,893 | $2,846-33.5% | $3,843-50.7% | $4,126-54.1% |
| Admin fee / account holder | $3,021 | $3,873-22.0% | $5,196-41.9% | $7,339-58.8% |