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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 | $34,938 | $58,258-40.0% | $81,820-57.3% | $80,925-56.8% |
| Participation rate | 82.1% | 63.5%+18.7pp | 72.4%+9.8pp | 67.7%+14.5pp |
| Annual return | 13.67% | 41.76%-28.1pp | 777.93%-764.3pp | 35.65%-22.0pp |
| Employer contribution / active EE | $961 | $2,345-59.0% | $2,915-67.0% | $2,756-65.2% |
| Participant deferral / active EE | $3,452 | $3,284+5.1% | $4,323-20.1% | $4,299-19.7% |
| Admin fee / account holder | $1,687 | $4,976-66.1% | $7,391-77.2% | $6,940-75.7% |