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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 | $34,361 | $77,908-55.9% | $149,696-77.0% | $75,173-54.3% |
| Participation rate | 90.0% | 65.6%+24.4pp | 78.8%+11.2pp | 67.2%+22.8pp |
| Annual return | 13.64% | 31.73%-18.1pp | 134.46%-120.8pp | 160.72%-147.1pp |
| Employer contribution / active EE | $712 | $3,138-77.3% | $4,821-85.2% | $2,671-73.3% |
| Participant deferral / active EE | $1,229 | $3,411-64.0% | $5,682-78.4% | $4,126-70.2% |
| Admin fee / account holder | $17,916 | $5,950+201.1% | $13,212+35.6% | $5,651+217.1% |