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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 | $34,906 | $117,895-70.4% | $102,460-65.9% | $145,897-76.1% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 13.01% | 31.92%-18.9pp | 29.47%-16.5pp | 552.29%-539.3pp |
| Employer contribution / active EE | $1,283 | $3,619-64.6% | $3,025-57.6% | $4,663-72.5% |
| Participant deferral / active EE | $2,740 | $5,736-52.2% | $5,056-45.8% | $6,689-59.0% |
| Admin fee / account holder | $1,045 | $13,353-92.2% | $9,460-89.0% | $13,390-92.2% |