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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 | $35,252 | $53,128-33.6% | $86,582-59.3% | $70,126-49.7% |
| Participation rate | 87.9% | 65.3%+22.6pp | 73.5%+14.3pp | 69.5%+18.3pp |
| Annual return | 14.62% | 27.66%-13.0pp | 965.08%-950.5pp | 73.15%-58.5pp |
| Employer contribution / active EE | $2,680 | $2,068+29.6% | $2,839-5.6% | $2,343+14.4% |
| Participant deferral / active EE | $2,363 | $2,695-12.3% | $3,609-34.5% | $3,332-29.1% |
| Admin fee / account holder | $1,640 | $3,584-54.2% | $4,904-66.6% | $4,645-64.7% |