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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 | $35,609 | $77,908-54.3% | $149,696-76.2% | $75,173-52.6% |
| Participation rate | 75.9% | 65.6%+10.3pp | 78.8%-2.9pp | 67.2%+8.7pp |
| Annual return | 19.05% | 31.73%-12.7pp | 134.46%-115.4pp | 160.72%-141.7pp |
| Employer contribution / active EE | $1,330 | $3,138-57.6% | $4,821-72.4% | $2,671-50.2% |
| Participant deferral / active EE | $4,924 | $3,411+44.4% | $5,682-13.3% | $4,126+19.3% |
| Admin fee / account holder | $3,286 | $5,950-44.8% | $13,212-75.1% | $5,651-41.8% |