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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 | $33,152 | $42,546-22.1% | $71,796-53.8% | $55,167-39.9% |
| Participation rate | 73.8% | 59.1%+14.7pp | 69.1%+4.7pp | 69.0%+4.8pp |
| Annual return | 19.00% | 12.36%+6.6pp | 78.04%-59.0pp | 169.23%-150.2pp |
| Employer contribution / active EE | $971 | $803+20.9% | $1,924-49.5% | $1,963-50.5% |
| Participant deferral / active EE | $3,204 | $2,064+55.2% | $2,794+14.7% | $3,054+4.9% |
| Admin fee / account holder | $1,173 | $650+80.5% | $4,815-75.6% | $504+132.7% |