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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 | $35,427 | $53,128-33.3% | $86,582-59.1% | $70,126-49.5% |
| Participation rate | 78.6% | 65.3%+13.3pp | 73.5%+5.0pp | 69.5%+9.0pp |
| Annual return | 14.92% | 27.66%-12.7pp | 965.08%-950.2pp | 73.15%-58.2pp |
| Employer contribution / active EE | $1,681 | $2,068-18.7% | $2,839-40.8% | $2,343-28.2% |
| Participant deferral / active EE | $3,253 | $2,695+20.7% | $3,609-9.9% | $3,332-2.4% |
| Admin fee / account holder | $3,068 | $3,584-14.4% | $4,904-37.4% | $4,645-34.0% |