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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 | $35,086 | $58,234-39.8% | $81,783-57.1% | $80,874-56.6% |
| Participation rate | 85.3% | 63.4%+21.9pp | 72.4%+12.9pp | 67.6%+17.6pp |
| Annual return | 15.07% | 41.70%-26.6pp | 775.05%-760.0pp | 35.62%-20.6pp |
| Employer contribution / active EE | $719 | $2,341-69.3% | $2,913-75.3% | $2,756-73.9% |
| Participant deferral / active EE | $3,956 | $3,283+20.5% | $4,320-8.4% | $4,297-7.9% |
| Admin fee / account holder | $2,780 | $4,982-44.2% | $7,380-62.3% | $6,935-59.9% |