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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 | $39,872 | $70,666-43.6% | $169,385-76.5% | $75,181-47.0% |
| Participation rate | 83.7% | 64.8%+18.9pp | 77.2%+6.5pp | 67.2%+16.5pp |
| Annual return | 16.58% | 36.37%-19.8pp | 405.82%-389.2pp | 160.69%-144.1pp |
| Employer contribution / active EE | $1,037 | $2,210-53.1% | $4,012-74.1% | $2,671-61.2% |
| Participant deferral / active EE | $3,475 | $4,308-19.3% | $6,221-44.1% | $4,126-15.8% |
| Admin fee / account holder | $3,095 | $5,402-42.7% | $9,011-65.6% | $5,650-45.2% |