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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 | $34,709 | $85,171-59.2% | $172,752-79.9% | $72,975-52.4% |
| Participation rate | 73.7% | 70.1%+3.6pp | 82.6%-9.0pp | 69.5%+4.2pp |
| Annual return | 18.20% | 27.32%-9.1pp | 802.97%-784.8pp | 81.01%-62.8pp |
| Employer contribution / active EE | $1,173 | $3,324-64.7% | $5,144-77.2% | $2,440-51.9% |
| Participant deferral / active EE | $2,628 | $3,260-19.4% | $5,198-49.4% | $3,608-27.2% |
| Admin fee / account holder | $1,446 | $5,880-75.4% | $13,955-89.6% | $5,124-71.8% |