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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 | $35,292 | $85,766-58.9% | $136,298-74.1% | $70,126-49.7% |
| Participation rate | 79.3% | 74.2%+5.2pp | 81.9%-2.6pp | 69.5%+9.8pp |
| Annual return | 16.76% | 31.46%-14.7pp | 5156.27%-5139.5pp | 73.15%-56.4pp |
| Employer contribution / active EE | $1,552 | $2,966-47.7% | $4,696-66.9% | $2,343-33.7% |
| Participant deferral / active EE | $2,946 | $5,051-41.7% | $6,247-52.9% | $3,332-11.6% |
| Admin fee / account holder | $8,360 | $5,421+54.2% | $9,244-9.6% | $4,645+80.0% |