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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 | $34,406 | $61,356-43.9% | $149,696-77.0% | $71,511-51.9% |
| Participation rate | 74.6% | 62.5%+12.1pp | 78.8%-4.1pp | 67.9%+6.7pp |
| Annual return | 64.80% | 35.86%+28.9pp | 134.46%-69.7pp | 28.86%+35.9pp |
| Employer contribution / active EE | $1,696 | $2,382-28.8% | $4,821-64.8% | $2,589-34.5% |
| Participant deferral / active EE | $3,665 | $2,920+25.5% | $5,682-35.5% | $4,291-14.6% |
| Admin fee / account holder | $372 | $1,263-70.6% | $13,212-97.2% | $1,588-76.6% |