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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 | $32,934 | $85,766-61.6% | $136,298-75.8% | $70,126-53.0% |
| Participation rate | 75.7% | 74.2%+1.5pp | 81.9%-6.2pp | 69.5%+6.1pp |
| Annual return | 15.59% | 31.46%-15.9pp | 5156.27%-5140.7pp | 73.15%-57.6pp |
| Employer contribution / active EE | $1,481 | $2,966-50.1% | $4,696-68.5% | $2,343-36.8% |
| Participant deferral / active EE | $2,534 | $5,051-49.8% | $6,247-59.4% | $3,332-23.9% |
| Admin fee / account holder | $3,259 | $5,421-39.9% | $9,244-64.7% | $4,645-29.9% |