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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 | $33,665 | $124,330-72.9% | $109,173-69.2% | $167,536-79.9% |
| Participation rate | 77.8% | 79.5%-1.7pp | 75.9%+1.9pp | 82.1%-4.3pp |
| Annual return | 13.67% | 26.04%-12.4pp | 25.75%-12.1pp | 478.82%-465.1pp |
| Employer contribution / active EE | $1,078 | $4,209-74.4% | $3,723-71.1% | $4,839-77.7% |
| Participant deferral / active EE | $2,290 | $5,256-56.4% | $4,654-50.8% | $6,342-63.9% |
| Admin fee / account holder | $11,129 | $7,974+39.6% | $6,755+64.8% | $12,315-9.6% |