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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 | $34,920 | $68,878-49.3% | $120,574-71.0% | $80,935-56.9% |
| Participation rate | 87.9% | 61.7%+26.2pp | 71.9%+15.9pp | 67.7%+20.2pp |
| Annual return | 11.52% | 23.67%-12.1pp | 107.42%-95.9pp | 35.66%-24.1pp |
| Employer contribution / active EE | $1,216 | $2,065-41.1% | $3,471-65.0% | $2,757-55.9% |
| Participant deferral / active EE | $1,394 | $3,189-56.3% | $4,996-72.1% | $4,299-67.6% |
| Admin fee / account holder | $2,443 | $5,782-57.7% | $9,445-74.1% | $6,924-64.7% |