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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 | $37,700 | $95,383-60.5% | $185,837-79.7% | $85,856-56.1% |
| Participation rate | 77.8% | 68.8%+9.0pp | 81.7%-3.9pp | 69.3%+8.5pp |
| Annual return | 28.15% | 23.59%+4.6pp | 122.08%-93.9pp | 318.58%-290.4pp |
| Employer contribution / active EE | $983 | $3,313-70.3% | $5,168-81.0% | $2,565-61.7% |
| Participant deferral / active EE | $2,366 | $3,423-30.9% | $5,568-57.5% | $3,952-40.1% |
| Admin fee / account holder | $2,341 | $7,213-67.5% | $16,241-85.6% | $6,261-62.6% |