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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 | $30,408 | $53,128-42.8% | $86,582-64.9% | $70,126-56.6% |
| Participation rate | 86.2% | 65.3%+20.9pp | 73.5%+12.7pp | 69.5%+16.7pp |
| Annual return | 13.56% | 27.66%-14.1pp | 965.08%-951.5pp | 73.15%-59.6pp |
| Employer contribution / active EE | $1,320 | $2,068-36.2% | $2,839-53.5% | $2,343-43.7% |
| Participant deferral / active EE | $2,919 | $2,695+8.3% | $3,609-19.1% | $3,332-12.4% |
| Admin fee / account holder | $5,498 | $3,584+53.4% | $4,904+12.1% | $4,645+18.4% |