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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 | $43,596 | $78,670-44.6% | $109,173-60.1% | $85,847-49.2% |
| Participation rate | 78.1% | 68.3%+9.8pp | 75.9%+2.2pp | 69.3%+8.8pp |
| Annual return | 32.21% | 25.09%+7.1pp | 25.75%+6.5pp | 318.61%-286.4pp |
| Employer contribution / active EE | $1,292 | $2,734-52.7% | $3,723-65.3% | $2,565-49.6% |
| Participant deferral / active EE | $2,396 | $3,467-30.9% | $4,654-48.5% | $3,952-39.4% |
| Admin fee / account holder | $3,957 | $5,469-27.7% | $6,755-41.4% | $6,261-36.8% |