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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 | $42,156 | $78,705-46.4% | $117,860-64.2% | $70,124-39.9% |
| Participation rate | 85.7% | 73.2%+12.5pp | 79.7%+6.0pp | 69.5%+16.2pp |
| Annual return | 12.43% | 23.30%-10.9pp | 335.10%-322.7pp | 73.14%-60.7pp |
| Employer contribution / active EE | $1,368 | $2,223-38.5% | $3,786-63.9% | $2,342-41.6% |
| Participant deferral / active EE | $2,431 | $3,297-26.3% | $4,482-45.8% | $3,332-27.0% |
| Admin fee / account holder | $1,458 | $5,065-71.2% | $8,021-81.8% | $4,645-68.6% |