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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 | $35,322 | $85,766-58.8% | $136,298-74.1% | $70,126-49.6% |
| Participation rate | 77.8% | 74.2%+3.6pp | 81.9%-4.1pp | 69.5%+8.2pp |
| Annual return | 17.80% | 31.46%-13.7pp | 5156.27%-5138.5pp | 73.15%-55.3pp |
| Employer contribution / active EE | $1,273 | $2,966-57.1% | $4,696-72.9% | $2,343-45.7% |
| Participant deferral / active EE | $3,540 | $5,051-29.9% | $6,247-43.3% | $3,332+6.3% |
| Admin fee / account holder | $9,532 | $5,421+75.9% | $9,244+3.1% | $4,645+105.2% |