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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 | $25,612 | $53,128-51.8% | $86,582-70.4% | $70,126-63.5% |
| Participation rate | 78.7% | 65.3%+13.4pp | 73.5%+5.1pp | 69.5%+9.1pp |
| Annual return | 13.39% | 27.66%-14.3pp | 965.08%-951.7pp | 73.15%-59.8pp |
| Employer contribution / active EE | $981 | $2,068-52.5% | $2,839-65.4% | $2,343-58.1% |
| Participant deferral / active EE | $2,103 | $2,695-22.0% | $3,609-41.7% | $3,332-36.9% |
| Admin fee / account holder | $4,742 | $3,584+32.3% | $4,904-3.3% | $4,645+2.1% |