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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 | $33,432 | $78,707-57.5% | $117,861-71.6% | $70,126-52.3% |
| Participation rate | 91.1% | 73.2%+17.9pp | 79.7%+11.4pp | 69.5%+21.5pp |
| Annual return | 13.05% | 23.30%-10.2pp | 335.11%-322.1pp | 73.15%-60.1pp |
| Employer contribution / active EE | $1,190 | $2,223-46.5% | $3,786-68.6% | $2,343-49.2% |
| Participant deferral / active EE | $2,192 | $3,297-33.5% | $4,482-51.1% | $3,332-34.2% |
| Admin fee / account holder | $1,300 | $5,066-74.3% | $8,021-83.8% | $4,645-72.0% |