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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 | $34,509 | $52,380-34.1% | $98,775-65.1% | $85,847-59.8% |
| Participation rate | 73.0% | 58.0%+15.0pp | 65.7%+7.3pp | 69.3%+3.7pp |
| Annual return | 20.99% | 25.82%-4.8pp | 49.92%-28.9pp | 318.61%-297.6pp |
| Employer contribution / active EE | $2,239 | $1,337+67.4% | $2,067+8.3% | $2,565-12.7% |
| Participant deferral / active EE | $5,290 | $2,101+151.8% | $3,035+74.3% | $3,952+33.8% |
| Admin fee / account holder | $1,541 | $3,865-60.1% | $4,076-62.2% | $6,261-75.4% |