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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 | $34,379 | $78,705-56.3% | $117,860-70.8% | $70,124-51.0% |
| Participation rate | 70.6% | 73.2%-2.6pp | 79.7%-9.1pp | 69.5%+1.0pp |
| Annual return | 16.95% | 23.30%-6.3pp | 335.10%-318.1pp | 73.14%-56.2pp |
| Employer contribution / active EE | $1,225 | $2,223-44.9% | $3,786-67.7% | $2,342-47.7% |
| Participant deferral / active EE | $2,848 | $3,297-13.6% | $4,482-36.5% | $3,332-14.5% |
| Admin fee / account holder | $940 | $5,065-81.4% | $8,021-88.3% | $4,645-79.8% |