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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 | $31,153 | $63,703-51.1% | $93,063-66.5% | $82,448-62.2% |
| Participation rate | 81.8% | 63.8%+18.0pp | 72.1%+9.7pp | 68.1%+13.8pp |
| Annual return | 28.52% | -775.43%+803.9pp | 34.15%-5.6pp | 41.64%-13.1pp |
| Employer contribution / active EE | $1,509 | $1,729-12.7% | $2,476-39.1% | $2,551-40.9% |
| Participant deferral / active EE | $3,039 | $2,919+4.1% | $3,958-23.2% | $4,139-26.6% |
| Admin fee / account holder | $481 | $5,982-92.0% | $6,033-92.0% | $7,234-93.3% |