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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 | $41,253 | $78,670-47.6% | $109,173-62.2% | $85,847-51.9% |
| Participation rate | 70.2% | 68.3%+1.9pp | 75.9%-5.7pp | 69.3%+0.9pp |
| Annual return | 14.20% | 25.09%-10.9pp | 25.75%-11.6pp | 318.61%-304.4pp |
| Employer contribution / active EE | $1,570 | $2,734-42.6% | $3,723-57.8% | $2,565-38.8% |
| Participant deferral / active EE | $3,781 | $3,467+9.0% | $4,654-18.8% | $3,952-4.3% |
| Admin fee / account holder | $2,518 | $5,469-54.0% | $6,755-62.7% | $6,261-59.8% |