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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 | $34,147 | $77,908-56.2% | $149,696-77.2% | $75,173-54.6% |
| Participation rate | 75.0% | 65.6%+9.4pp | 78.8%-3.8pp | 67.2%+7.8pp |
| Annual return | 16.51% | 31.73%-15.2pp | 134.46%-117.9pp | 160.72%-144.2pp |
| Employer contribution / active EE | $1,311 | $3,138-58.2% | $4,821-72.8% | $2,671-50.9% |
| Participant deferral / active EE | $4,397 | $3,411+28.9% | $5,682-22.6% | $4,126+6.6% |
| Admin fee / account holder | $6,154 | $5,950+3.4% | $13,212-53.4% | $5,651+8.9% |