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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 | $32,909 | $75,962-56.7% | $154,111-78.6% | $64,173-48.7% |
| Participation rate | 74.1% | 70.4%+3.7pp | 83.0%-9.0pp | 69.6%+4.5pp |
| Annual return | 14.98% | 30.32%-15.3pp | 735.18%-720.2pp | 7.63%+7.3pp |
| Employer contribution / active EE | $643 | $3,350-80.8% | $5,298-87.9% | $2,381-73.0% |
| Participant deferral / active EE | $1,547 | $3,175-51.3% | $5,081-69.5% | $3,470-55.4% |
| Admin fee / account holder | $2,510 | $5,589-55.1% | $13,411-81.3% | $4,887-48.6% |