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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 | $35,249 | $85,206-58.6% | $172,745-79.6% | $72,986-51.7% |
| Participation rate | 71.1% | 70.1%+1.0pp | 82.6%-11.6pp | 69.5%+1.6pp |
| Annual return | 22.37% | 27.32%-5.0pp | 802.90%-780.5pp | 81.01%-58.6pp |
| Employer contribution / active EE | $1,338 | $3,325-59.8% | $5,144-74.0% | $2,440-45.2% |
| Participant deferral / active EE | $2,828 | $3,260-13.3% | $5,197-45.6% | $3,607-21.6% |
| Admin fee / account holder | $2,240 | $5,883-61.9% | $13,954-83.9% | $5,124-56.3% |