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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 | $18,063 | $51,638-65.0% | $68,368-73.6% | $82,448-78.1% |
| Participation rate | 77.8% | 63.6%+14.2pp | 73.8%+4.0pp | 68.1%+9.7pp |
| Annual return | 21.54% | 37.53%-16.0pp | 292.57%-271.0pp | 41.64%-20.1pp |
| Employer contribution / active EE | $1,317 | $2,047-35.6% | $2,649-50.3% | $2,551-48.4% |
| Participant deferral / active EE | $4,983 | $2,914+71.0% | $4,123+20.9% | $4,139+20.4% |
| Admin fee / account holder | $474 | $4,643-89.8% | $5,150-90.8% | $7,234-93.4% |