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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 | $33,596 | $78,428-57.2% | $95,960-65.0% | $79,852-57.9% |
| Participation rate | 88.5% | 73.5%+15.0pp | 77.1%+11.4pp | 69.6%+18.8pp |
| Annual return | 11.11% | 19.37%-8.3pp | 91.63%-80.5pp | 31.72%-20.6pp |
| Employer contribution / active EE | $1,030 | $1,945-47.1% | $2,541-59.5% | $2,471-58.3% |
| Participant deferral / active EE | $2,696 | $3,440-21.6% | $4,167-35.3% | $3,740-27.9% |
| Admin fee / account holder | $1,263 | $5,622-77.5% | $6,797-81.4% | $5,306-76.2% |