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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 | $35,297 | $71,208-50.4% | $93,681-62.3% | $80,911-56.4% |
| Participation rate | 87.1% | 60.4%+26.7pp | 68.7%+18.4pp | 67.6%+19.4pp |
| Annual return | 13.89% | 11.27%+2.6pp | 133.47%-119.6pp | 35.63%-21.7pp |
| Employer contribution / active EE | $1,618 | $1,564+3.4% | $2,422-33.2% | $2,756-41.3% |
| Participant deferral / active EE | $3,590 | $4,035-11.0% | $4,415-18.7% | $4,297-16.4% |
| Admin fee / account holder | $985 | $6,951-85.8% | $8,290-88.1% | $6,935-85.8% |