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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 | $35,312 | $94,031-62.4% | $115,768-69.5% | $82,448-57.2% |
| Participation rate | 85.0% | 70.4%+14.6pp | 74.4%+10.6pp | 68.1%+16.9pp |
| Annual return | 16.80% | 20.61%-3.8pp | 100.46%-83.7pp | 41.64%-24.8pp |
| Employer contribution / active EE | $1,581 | $2,323-32.0% | $2,940-46.2% | $2,551-38.0% |
| Participant deferral / active EE | $2,258 | $3,972-43.1% | $4,917-54.1% | $4,139-45.4% |
| Admin fee / account holder | $338 | $10,249-96.7% | $12,439-97.3% | $7,234-95.3% |