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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 | $37,973 | $95,406-60.2% | $185,849-79.6% | $85,847-55.8% |
| Participation rate | 71.7% | 68.8%+3.0pp | 81.7%-10.0pp | 69.3%+2.4pp |
| Annual return | 15.83% | 23.59%-7.8pp | 122.10%-106.3pp | 318.61%-302.8pp |
| Employer contribution / active EE | $718 | $3,314-78.3% | $5,169-86.1% | $2,565-72.0% |
| Participant deferral / active EE | $1,520 | $3,424-55.6% | $5,569-72.7% | $3,952-61.5% |
| Admin fee / account holder | $2,812 | $7,214-61.0% | $16,244-82.7% | $6,261-55.1% |