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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 | $35,306 | $84,236-58.1% | $170,435-79.3% | $70,126-49.7% |
| Participation rate | 86.3% | 70.8%+15.5pp | 83.6%+2.7pp | 69.5%+16.8pp |
| Annual return | 13.58% | 23.06%-9.5pp | 205.94%-192.4pp | 73.15%-59.6pp |
| Employer contribution / active EE | $1,543 | $3,387-54.5% | $5,432-71.6% | $2,343-34.1% |
| Participant deferral / active EE | $2,355 | $3,086-23.7% | $4,939-52.3% | $3,332-29.3% |
| Admin fee / account holder | $4,733 | $5,698-16.9% | $13,881-65.9% | $4,645+1.9% |