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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 | $34,573 | $85,171-59.4% | $172,753-80.0% | $72,976-52.6% |
| Participation rate | 76.3% | 70.1%+6.3pp | 82.6%-6.3pp | 69.5%+6.8pp |
| Annual return | 18.52% | 27.32%-8.8pp | 803.00%-784.5pp | 81.02%-62.5pp |
| Employer contribution / active EE | $1,157 | $3,324-65.2% | $5,144-77.5% | $2,440-52.6% |
| Participant deferral / active EE | $2,513 | $3,260-22.9% | $5,198-51.7% | $3,608-30.4% |
| Admin fee / account holder | $1,887 | $5,880-67.9% | $13,956-86.5% | $5,124-63.2% |