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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 | $14,811 | $84,236-82.4% | $170,435-91.3% | $70,126-78.9% |
| Participation rate | 80.8% | 70.8%+9.9pp | 83.6%-2.8pp | 69.5%+11.2pp |
| Annual return | 14.13% | 23.06%-8.9pp | 205.94%-191.8pp | 73.15%-59.0pp |
| Employer contribution / active EE | $1,642 | $3,387-51.5% | $5,432-69.8% | $2,343-29.9% |
| Participant deferral / active EE | $1,702 | $3,086-44.8% | $4,939-65.5% | $3,332-48.9% |
| Admin fee / account holder | $3,299 | $5,698-42.1% | $13,881-76.2% | $4,645-29.0% |