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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 | $41,044 | $85,171-51.8% | $172,753-76.2% | $72,976-43.8% |
| Participation rate | 73.2% | 70.1%+3.1pp | 82.6%-9.5pp | 69.5%+3.7pp |
| Annual return | 24.02% | 27.32%-3.3pp | 803.00%-779.0pp | 81.02%-57.0pp |
| Employer contribution / active EE | $875 | $3,324-73.7% | $5,144-83.0% | $2,440-64.1% |
| Participant deferral / active EE | $1,340 | $3,260-58.9% | $5,198-74.2% | $3,608-62.8% |
| Admin fee / account holder | $1,517 | $5,880-74.2% | $13,956-89.1% | $5,124-70.4% |