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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 | $35,600 | $78,707-54.8% | $117,861-69.8% | $70,126-49.2% |
| Participation rate | 83.0% | 73.2%+9.8pp | 79.7%+3.3pp | 69.5%+13.4pp |
| Annual return | 21.70% | 23.30%-1.6pp | 335.11%-313.4pp | 73.15%-51.5pp |
| Employer contribution / active EE | $1,345 | $2,223-39.5% | $3,786-64.5% | $2,343-42.6% |
| Participant deferral / active EE | $3,090 | $3,297-6.3% | $4,482-31.1% | $3,332-7.3% |
| Admin fee / account holder | $1,695 | $5,066-66.5% | $8,021-78.9% | $4,645-63.5% |