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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 | $34,430 | $156,616-78.0% | $133,346-74.2% | $198,609-82.7% |
| Participation rate | 91.7% | 77.7%+13.9pp | 72.8%+18.8pp | 82.4%+9.3pp |
| Annual return | 19.82% | 44.25%-24.4pp | 36.85%-17.0pp | 202.70%-182.9pp |
| Employer contribution / active EE | $1,118 | $3,368-66.8% | $2,853-60.8% | $5,055-77.9% |
| Participant deferral / active EE | $6,996 | $4,920+42.2% | $4,332+61.5% | $6,977+0.3% |
| Admin fee / account holder | $2,413 | $17,468-86.2% | $14,264-83.1% | $19,030-87.3% |