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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 | $9,508 | $24,618-61.4% | $71,585-86.7% | $82,637-88.5% |
| Participation rate | 70.5% | 68.2%+2.3pp | 68.2%+2.3pp | 68.1%+2.4pp |
| Annual return | 22.11% | 93.17%-71.1pp | 59.26%-37.1pp | 53.51%-31.4pp |
| Employer contribution / active EE | $571 | $852-33.0% | $1,669-65.8% | $2,552-77.6% |
| Participant deferral / active EE | $2,201 | $1,720+27.9% | $2,923-24.7% | $4,126-46.7% |
| Admin fee / account holder | $1,960 | $3,285-40.3% | $4,712-58.4% | $7,339-73.3% |