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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 | $40,169 | $99,994-59.8% | $146,647-72.6% | $85,851-53.2% |
| Participation rate | 90.0% | 73.1%+16.9pp | 80.1%+9.9pp | 69.3%+20.7pp |
| Annual return | 12.55% | 18.93%-6.4pp | 22.75%-10.2pp | 318.63%-306.1pp |
| Employer contribution / active EE | $1,179 | $2,559-53.9% | $4,137-71.5% | $2,565-54.1% |
| Participant deferral / active EE | $4,137 | $4,006+3.3% | $5,506-24.9% | $3,952+4.7% |
| Admin fee / account holder | $1,313 | $7,703-83.0% | $10,281-87.2% | $6,261-79.0% |