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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 | $36,816 | $78,682-53.2% | $109,188-66.3% | $85,851-57.1% |
| Participation rate | 86.7% | 68.3%+18.4pp | 75.9%+10.8pp | 69.3%+17.3pp |
| Annual return | 12.59% | 25.09%-12.5pp | 25.76%-13.2pp | 318.63%-306.0pp |
| Employer contribution / active EE | $1,379 | $2,734-49.5% | $3,723-63.0% | $2,565-46.2% |
| Participant deferral / active EE | $3,447 | $3,468-0.6% | $4,654-25.9% | $3,952-12.8% |
| Admin fee / account holder | $709 | $5,470-87.0% | $6,755-89.5% | $6,261-88.7% |