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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 | $35,956 | $53,128-32.3% | $86,581-58.5% | $70,124-48.7% |
| Participation rate | 70.6% | 65.3%+5.3pp | 73.5%-3.0pp | 69.5%+1.0pp |
| Annual return | 27.66% | 27.66%0pp | 965.06%-937.4pp | 73.14%-45.5pp |
| Employer contribution / active EE | $1,890 | $2,068-8.6% | $2,840-33.4% | $2,342-19.3% |
| Participant deferral / active EE | $4,065 | $2,695+50.8% | $3,609+12.6% | $3,332+22.0% |
| Admin fee / account holder | $1,121 | $3,584-68.7% | $4,904-77.1% | $4,645-75.9% |