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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 | $36,534 | $75,962-51.9% | $154,111-76.3% | $64,173-43.1% |
| Participation rate | 84.6% | 70.4%+14.2pp | 83.0%+1.6pp | 69.6%+15.0pp |
| Annual return | 7.08% | 30.32%-23.2pp | 735.18%-728.1pp | 7.63%-0.6pp |
| Employer contribution / active EE | $1,149 | $3,350-65.7% | $5,298-78.3% | $2,381-51.7% |
| Participant deferral / active EE | $3,544 | $3,175+11.6% | $5,081-30.2% | $3,470+2.2% |
| Admin fee / account holder | $1,181 | $5,589-78.9% | $13,411-91.2% | $4,887-75.8% |