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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 | $33,511 | $60,139-44.3% | $90,461-63.0% | $79,856-58.0% |
| Participation rate | 75.0% | 65.0%+10.0pp | 72.7%+2.3pp | 69.6%+5.4pp |
| Annual return | 12.90% | 71.96%-59.1pp | 1294.76%-1281.9pp | 31.71%-18.8pp |
| Employer contribution / active EE | $1,695 | $2,069-18.1% | $3,264-48.1% | $2,471-31.4% |
| Participant deferral / active EE | $3,262 | $2,939+11.0% | $3,964-17.7% | $3,741-12.8% |
| Admin fee / account holder | $777 | $3,978-80.5% | $5,617-86.2% | $5,306-85.4% |