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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 | $32,294 | $61,816-47.8% | $97,260-66.8% | $80,935-60.1% |
| Participation rate | 87.5% | 63.5%+24.0pp | 72.7%+14.8pp | 67.7%+19.8pp |
| Annual return | 15.29% | -558.73%+574.0pp | 75.54%-60.3pp | 35.66%-20.4pp |
| Employer contribution / active EE | $1,710 | $1,836-6.9% | $2,721-37.2% | $2,757-38.0% |
| Participant deferral / active EE | $3,978 | $3,027+31.4% | $4,262-6.6% | $4,299-7.5% |
| Admin fee / account holder | $1,063 | $5,166-79.4% | $5,640-81.1% | $6,924-84.6% |