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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 | $60,119-44.3% | $90,414-62.9% | $79,860-58.0% |
| Participation rate | 75.0% | 65.0%+10.0pp | 72.7%+2.3pp | 69.6%+5.4pp |
| Annual return | 12.90% | 71.94%-59.0pp | 1293.19%-1280.3pp | 31.72%-18.8pp |
| Employer contribution / active EE | $1,695 | $2,068-18.0% | $3,262-48.0% | $2,471-31.4% |
| Participant deferral / active EE | $3,262 | $2,938+11.0% | $3,963-17.7% | $3,740-12.8% |
| Admin fee / account holder | $777 | $3,976-80.5% | $5,611-86.2% | $5,306-85.4% |