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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 | $34,270 | $45,050-23.9% | $63,018-45.6% | $70,126-51.1% |
| Participation rate | 73.6% | 69.5%+4.1pp | 74.8%-1.2pp | 69.5%+4.0pp |
| Annual return | 16.31% | 18.76%-2.4pp | 87.62%-71.3pp | 73.15%-56.8pp |
| Employer contribution / active EE | $3,257 | $2,052+58.7% | $2,761+18.0% | $2,343+39.0% |
| Participant deferral / active EE | $998 | $2,466-59.5% | $3,330-70.0% | $3,332-70.0% |
| Admin fee / account holder | $1,727 | $2,834-39.1% | $3,601-52.0% | $4,645-62.8% |