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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 | $40,216 | $53,128-24.3% | $86,582-53.6% | $70,126-42.7% |
| Participation rate | 80.8% | 65.3%+15.5pp | 73.5%+7.2pp | 69.5%+11.2pp |
| Annual return | 15.37% | 27.66%-12.3pp | 965.08%-949.7pp | 73.15%-57.8pp |
| Employer contribution / active EE | $382 | $2,068-81.5% | $2,839-86.5% | $2,343-83.7% |
| Participant deferral / active EE | $1,574 | $2,695-41.6% | $3,609-56.4% | $3,332-52.8% |
| Admin fee / account holder | $1,293 | $3,584-63.9% | $4,904-73.6% | $4,645-72.2% |