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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 | $29,552 | $46,599-36.6% | $64,101-53.9% | $75,173-60.7% |
| Participation rate | 96.8% | 65.9%+30.8pp | 72.3%+24.5pp | 67.2%+29.6pp |
| Annual return | 15.40% | 26.06%-10.7pp | 33.72%-18.3pp | 160.72%-145.3pp |
| Employer contribution / active EE | $1,538 | $1,975-22.1% | $2,749-44.0% | $2,671-42.4% |
| Participant deferral / active EE | $1,608 | $2,837-43.3% | $3,881-58.6% | $4,126-61.0% |
| Admin fee / account holder | $515 | $2,956-82.6% | $3,070-83.2% | $5,651-90.9% |