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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 | $35,037 | $101,063-65.3% | $81,473-57.0% | $147,586-76.3% |
| Participation rate | 70.0% | 74.5%-4.5pp | 68.0%+2.0pp | 82.8%-12.8pp |
| Annual return | 16.78% | 32.41%-15.6pp | 38.78%-22.0pp | 578.59%-561.8pp |
| Employer contribution / active EE | $1,590 | $3,206-50.4% | $2,568-38.1% | $4,876-67.4% |
| Participant deferral / active EE | $2,835 | $4,242-33.2% | $3,537-19.9% | $5,439-47.9% |
| Admin fee / account holder | $343 | $5,812-94.1% | $4,561-92.5% | $10,886-96.8% |