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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 | $34,499 | $80,731-57.3% | $103,378-66.6% | $74,400-53.6% |
| Participation rate | 70.3% | 65.7%+4.7pp | 74.5%-4.2pp | 67.2%+3.1pp |
| Annual return | 13.72% | 27.56%-13.8pp | 24.91%-11.2pp | 1367.51%-1353.8pp |
| Employer contribution / active EE | $1,648 | $3,159-47.9% | $3,870-57.4% | $2,624-37.2% |
| Participant deferral / active EE | $3,818 | $3,862-1.1% | $5,058-24.5% | $4,348-12.2% |
| Admin fee / account holder | $2,656 | $2,369+12.1% | $8,401-68.4% | $1,944+36.7% |