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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 | $54,483 | $103,392-47.3% | $87,104-37.5% | $152,897-64.4% |
| Participation rate | 70.6% | 79.4%-8.8pp | 76.9%-6.3pp | 82.5%-11.9pp |
| Annual return | 38.41% | 28.10%+10.3pp | 28.19%+10.2pp | 345.43%-307.0pp |
| Employer contribution / active EE | $1,628 | $3,221-49.5% | $2,521-35.4% | $4,764-65.8% |
| Participant deferral / active EE | $1,968 | $4,778-58.8% | $4,048-51.4% | $5,851-66.4% |
| Admin fee / account holder | $3,665 | $12,194-69.9% | $7,491-51.1% | $11,599-68.4% |