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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 | $33,589 | $89,367-62.4% | $141,191-76.2% | $72,975-54.0% |
| Participation rate | 87.2% | 75.1%+12.1pp | 82.5%+4.7pp | 69.5%+17.7pp |
| Annual return | 20.44% | 111.87%-91.4pp | 71.41%-51.0pp | 81.01%-60.6pp |
| Employer contribution / active EE | $830 | $3,115-73.4% | $4,736-82.5% | $2,440-66.0% |
| Participant deferral / active EE | $3,463 | $5,419-36.1% | $6,710-48.4% | $3,608-4.0% |
| Admin fee / account holder | $1,638 | $5,957-72.5% | $10,264-84.0% | $5,124-68.0% |