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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 | $33,786 | $86,294-60.8% | $111,303-69.6% | $85,856-60.6% |
| Participation rate | 83.3% | 73.3%+10.0pp | 77.3%+6.0pp | 69.3%+14.0pp |
| Annual return | 14.12% | 19.99%-5.9pp | 54.66%-40.5pp | 318.58%-304.5pp |
| Employer contribution / active EE | $1,592 | $2,043-22.1% | $2,731-41.7% | $2,565-37.9% |
| Participant deferral / active EE | $3,171 | $3,641-12.9% | $4,487-29.3% | $3,952-19.8% |
| Admin fee / account holder | $2,091 | $8,189-74.5% | $7,966-73.7% | $6,261-66.6% |