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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 | $35,662 | $98,766-63.9% | $149,730-76.2% | $79,852-55.3% |
| Participation rate | 85.2% | 75.8%+9.5pp | 82.5%+2.8pp | 69.6%+15.6pp |
| Annual return | 21.38% | 27.43%-6.1pp | 276.70%-255.3pp | 31.72%-10.3pp |
| Employer contribution / active EE | $868 | $3,217-73.0% | $4,645-81.3% | $2,471-64.9% |
| Participant deferral / active EE | $2,996 | $5,681-47.3% | $6,843-56.2% | $3,740-19.9% |
| Admin fee / account holder | $1,436 | $6,052-76.3% | $9,310-84.6% | $5,306-72.9% |