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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 | $33,941 | $49,177-31.0% | $79,467-57.3% | $64,173-47.1% |
| Participation rate | 88.5% | 65.0%+23.4pp | 73.3%+15.1pp | 69.6%+18.9pp |
| Annual return | 9.70% | -1.16%+10.9pp | 718.30%-708.6pp | 7.63%+2.1pp |
| Employer contribution / active EE | $1,798 | $2,076-13.4% | $2,800-35.8% | $2,381-24.5% |
| Participant deferral / active EE | $1,408 | $2,821-50.1% | $3,704-62.0% | $3,470-59.4% |
| Admin fee / account holder | $1,370 | $3,839-64.3% | $5,104-73.2% | $4,887-72.0% |