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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 | $35,963 | $58,828-38.9% | $78,002-53.9% | $62,881-42.8% |
| Participation rate | 83.7% | 71.1%+12.6pp | 75.5%+8.1pp | 69.3%+14.4pp |
| Annual return | 10.52% | 17.16%-6.6pp | 425.99%-415.5pp | 20.14%-9.6pp |
| Employer contribution / active EE | $921 | $1,672-44.9% | $2,470-62.7% | $2,281-59.6% |
| Participant deferral / active EE | $3,070 | $2,686+14.3% | $3,497-12.2% | $3,203-4.2% |
| Admin fee / account holder | $3,485 | $4,393-20.7% | $5,481-36.4% | $4,296-18.9% |