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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 | $36,525 | $73,532-50.3% | $178,505-79.5% | $74,478-51.0% |
| Participation rate | 81.3% | 66.6%+14.7pp | 77.1%+4.2pp | 67.2%+14.1pp |
| Annual return | 13.07% | 17.49%-4.4pp | 27.16%-14.1pp | 1370.56%-1357.5pp |
| Employer contribution / active EE | $1,689 | $2,221-23.9% | $3,955-57.3% | $2,626-35.7% |
| Participant deferral / active EE | $3,184 | $4,519-29.5% | $6,280-49.3% | $4,350-26.8% |
| Admin fee / account holder | $1,472 | $1,813-18.8% | $10,428-85.9% | $1,946-24.3% |