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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 | $8,040 | $51,638-84.4% | $68,368-88.2% | $82,448-90.2% |
| Participation rate | 81.0% | 63.6%+17.3pp | 73.8%+7.2pp | 68.1%+12.9pp |
| Annual return | 19.12% | 37.53%-18.4pp | 292.57%-273.5pp | 41.64%-22.5pp |
| Employer contribution / active EE | $320 | $2,047-84.3% | $2,649-87.9% | $2,551-87.4% |
| Participant deferral / active EE | $1,015 | $2,914-65.1% | $4,123-75.4% | $4,139-75.5% |
| Admin fee / account holder | $353 | $4,643-92.4% | $5,150-93.1% | $7,234-95.1% |