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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 | $37,036 | $49,896-25.8% | $80,627-54.1% | $75,173-50.7% |
| Participation rate | 72.1% | 55.3%+16.8pp | 67.0%+5.1pp | 67.2%+4.9pp |
| Annual return | 18.76% | 34.67%-15.9pp | 936.76%-918.0pp | 160.72%-142.0pp |
| Employer contribution / active EE | $1,024 | $1,699-39.7% | $2,723-62.4% | $2,671-61.7% |
| Participant deferral / active EE | $1,124 | $2,992-62.4% | $4,443-74.7% | $4,126-72.8% |
| Admin fee / account holder | $3,756 | $3,578+5.0% | $5,381-30.2% | $5,651-33.5% |