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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 | $37,760 | $77,920-51.5% | $149,723-74.8% | $75,177-49.8% |
| Participation rate | 86.7% | 65.6%+21.1pp | 78.8%+7.9pp | 67.2%+19.5pp |
| Annual return | 15.35% | 31.72%-16.4pp | 134.50%-119.1pp | 160.75%-145.4pp |
| Employer contribution / active EE | $1,001 | $3,138-68.1% | $4,821-79.2% | $2,671-62.5% |
| Participant deferral / active EE | $3,799 | $3,411+11.4% | $5,682-33.1% | $4,126-7.9% |
| Admin fee / account holder | $1,061 | $5,951-82.2% | $13,215-92.0% | $5,651-81.2% |