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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 | $33,350 | $48,011-30.5% | $63,803-47.7% | $82,637-59.6% |
| Participation rate | 78.8% | 66.6%+12.3pp | 72.7%+6.1pp | 68.1%+10.8pp |
| Annual return | 11.58% | 19.84%-8.3pp | 543.72%-532.1pp | 53.51%-41.9pp |
| Employer contribution / active EE | $1,858 | $1,904-2.4% | $2,532-26.6% | $2,552-27.2% |
| Participant deferral / active EE | $1,933 | $2,846-32.1% | $3,843-49.7% | $4,126-53.2% |
| Admin fee / account holder | $1,839 | $3,873-52.5% | $5,196-64.6% | $7,339-74.9% |