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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 | $24,483 | $73,978-66.9% | $96,515-74.6% | $75,173-67.4% |
| Participation rate | 87.8% | 66.4%+21.3pp | 74.3%+13.4pp | 67.2%+20.6pp |
| Annual return | 21.54% | 26.72%-5.2pp | 35.73%-14.2pp | 160.72%-139.2pp |
| Employer contribution / active EE | $1,196 | $2,931-59.2% | $3,740-68.0% | $2,671-55.2% |
| Participant deferral / active EE | $1,488 | $3,660-59.4% | $4,880-69.5% | $4,126-63.9% |
| Admin fee / account holder | $3,561 | $5,219-31.8% | $6,735-47.1% | $5,651-37.0% |