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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 | $34,222 | $77,145-55.6% | $108,410-68.4% | $85,856-60.1% |
| Participation rate | 70.5% | 74.7%-4.2pp | 80.1%-9.7pp | 69.3%+1.1pp |
| Annual return | 18.28% | 44.54%-26.3pp | 905.34%-887.1pp | 318.58%-300.3pp |
| Employer contribution / active EE | $1,934 | $2,379-18.7% | $3,558-45.7% | $2,565-24.6% |
| Participant deferral / active EE | $2,919 | $5,566-47.6% | $6,562-55.5% | $3,952-26.1% |
| Admin fee / account holder | $1,762 | $5,172-65.9% | $7,296-75.9% | $6,261-71.9% |