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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 | $36,862 | $48,053-23.3% | $84,637-56.4% | $72,976-49.5% |
| Participation rate | 70.0% | 57.6%+12.4pp | 68.2%+1.8pp | 69.5%+0.5pp |
| Annual return | 26.09% | 37.39%-11.3pp | 258.82%-232.7pp | 81.02%-54.9pp |
| Employer contribution / active EE | $894 | $1,602-44.2% | $2,653-66.3% | $2,440-63.4% |
| Participant deferral / active EE | $3,370 | $2,681+25.7% | $3,900-13.6% | $3,608-6.6% |
| Admin fee / account holder | $9,782 | $3,395+188.1% | $4,914+99.0% | $5,124+90.9% |