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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 | $34,779 | $68,880-49.5% | $120,580-71.2% | $80,959-57.0% |
| Participation rate | 92.9% | 61.7%+31.2pp | 72.0%+20.9pp | 67.7%+25.2pp |
| Annual return | 17.79% | 23.68%-5.9pp | 107.48%-89.7pp | 35.67%-17.9pp |
| Employer contribution / active EE | $1,782 | $2,066-13.8% | $3,469-48.6% | $2,757-35.4% |
| Participant deferral / active EE | $3,810 | $3,191+19.4% | $4,995-23.7% | $4,300-11.4% |
| Admin fee / account holder | $1,178 | $5,785-79.6% | $9,418-87.5% | $6,925-83.0% |