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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 | $33,275 | $88,672-62.5% | $105,223-68.4% | $82,448-59.6% |
| Participation rate | 70.0% | 67.9%+2.1pp | 75.0%-5.0pp | 68.1%+1.9pp |
| Annual return | 20.60% | 30.86%-10.3pp | 180.65%-160.0pp | 41.64%-21.0pp |
| Employer contribution / active EE | $1,601 | $3,048-47.5% | $3,689-56.6% | $2,551-37.3% |
| Participant deferral / active EE | $2,371 | $4,036-41.2% | $5,072-53.2% | $4,139-42.7% |
| Admin fee / account holder | $778 | $7,146-89.1% | $8,859-91.2% | $7,234-89.3% |