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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 | $33,120 | $84,236-60.7% | $170,435-80.6% | $70,126-52.8% |
| Participation rate | 75.8% | 70.8%+4.9pp | 83.6%-7.8pp | 69.5%+6.2pp |
| Annual return | 15.48% | 23.06%-7.6pp | 205.94%-190.5pp | 73.15%-57.7pp |
| Employer contribution / active EE | $1,475 | $3,387-56.5% | $5,432-72.8% | $2,343-37.0% |
| Participant deferral / active EE | $2,830 | $3,086-8.3% | $4,939-42.7% | $3,332-15.1% |
| Admin fee / account holder | $805 | $5,698-85.9% | $13,881-94.2% | $4,645-82.7% |