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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 | $36,080 | $58,726-38.6% | $142,898-74.8% | $85,847-58.0% |
| Participation rate | 81.1% | 58.5%+22.6pp | 72.0%+9.1pp | 69.3%+11.8pp |
| Annual return | 25.39% | 27.73%-2.3pp | 5639.64%-5614.2pp | 318.61%-293.2pp |
| Employer contribution / active EE | $404 | $1,424-71.6% | $4,146-90.3% | $2,565-84.3% |
| Participant deferral / active EE | $3,457 | $2,609+32.5% | $3,838-9.9% | $3,952-12.5% |
| Admin fee / account holder | $4,307 | $4,234+1.7% | $6,560-34.3% | $6,261-31.2% |