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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 | $5,400 | $104,650-94.8% | $83,854-93.6% | $155,188-96.5% |
| Participation rate | 75.0% | 65.1%+9.9pp | 59.1%+15.9pp | 80.8%-5.8pp |
| Annual return | 21.95% | 28.97%-7.0pp | 31.39%-9.4pp | 148.84%-126.9pp |
| Employer contribution / active EE | $711 | $1,196-40.6% | $1,017-30.2% | $4,248-83.3% |
| Participant deferral / active EE | $1,111 | $2,367-53.1% | $2,035-45.4% | $6,531-83.0% |
| Admin fee / account holder | $1,644 | $3,518-53.3% | $3,197-48.6% | $14,480-88.6% |