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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 | $37,251 | $84,236-55.8% | $170,435-78.1% | $70,126-46.9% |
| Participation rate | 70.0% | 70.8%-0.8pp | 83.6%-13.6pp | 69.5%+0.5pp |
| Annual return | 16.55% | 23.06%-6.5pp | 205.94%-189.4pp | 73.15%-56.6pp |
| Employer contribution / active EE | $1,599 | $3,387-52.8% | $5,432-70.6% | $2,343-31.7% |
| Participant deferral / active EE | $3,518 | $3,086+14.0% | $4,939-28.8% | $3,332+5.6% |
| Admin fee / account holder | $11,020 | $5,698+93.4% | $13,881-20.6% | $4,645+137.2% |