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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 | $33,087 | $85,171-61.2% | $172,753-80.8% | $72,976-54.7% |
| Participation rate | 84.2% | 70.1%+14.1pp | 82.6%+1.6pp | 69.5%+14.7pp |
| Annual return | 16.28% | 27.32%-11.0pp | 803.00%-786.7pp | 81.02%-64.7pp |
| Employer contribution / active EE | $850 | $3,324-74.4% | $5,144-83.5% | $2,440-65.2% |
| Participant deferral / active EE | $1,570 | $3,260-51.8% | $5,198-69.8% | $3,608-56.5% |
| Admin fee / account holder | $6,485 | $5,880+10.3% | $13,956-53.5% | $5,124+26.6% |