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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 | $17,159 | $77,908-78.0% | $149,696-88.5% | $75,173-77.2% |
| Participation rate | 83.6% | 65.6%+18.0pp | 78.8%+4.8pp | 67.2%+16.4pp |
| Annual return | 21.59% | 31.73%-10.1pp | 134.46%-112.9pp | 160.72%-139.1pp |
| Employer contribution / active EE | $2,468 | $3,138-21.3% | $4,821-48.8% | $2,671-7.6% |
| Participant deferral / active EE | $4,709 | $3,411+38.0% | $5,682-17.1% | $4,126+14.1% |
| Admin fee / account holder | $1,214 | $5,950-79.6% | $13,212-90.8% | $5,651-78.5% |