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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 | $35,213 | $102,385-65.6% | $147,080-76.1% | $80,935-56.5% |
| Participation rate | 91.2% | 75.9%+15.3pp | 82.2%+9.0pp | 67.7%+23.5pp |
| Annual return | 13.79% | 135.09%-121.3pp | 420.17%-406.4pp | 35.66%-21.9pp |
| Employer contribution / active EE | $1,751 | $3,717-52.9% | $4,933-64.5% | $2,757-36.5% |
| Participant deferral / active EE | $3,661 | $6,651-44.9% | $8,066-54.6% | $4,299-14.8% |
| Admin fee / account holder | $3,962 | $7,951-50.2% | $12,989-69.5% | $6,924-42.8% |