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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 | $34,816 | $78,690-55.8% | $161,489-78.4% | $87,485-60.2% |
| Participation rate | 98.7% | 67.5%+31.3pp | 78.7%+20.0pp | 68.9%+29.8pp |
| Annual return | 15.53% | 32.74%-17.2pp | 89.72%-74.2pp | 26.06%-10.5pp |
| Employer contribution / active EE | $1,315 | $2,588-49.2% | $4,268-69.2% | $2,596-49.3% |
| Participant deferral / active EE | $1,232 | $3,311-62.8% | $5,630-78.1% | $4,274-71.2% |
| Admin fee / account holder | $817 | $6,724-87.8% | $16,006-94.9% | $7,775-89.5% |