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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 | $30,672 | $51,604-40.6% | $129,295-76.3% | $80,874-62.1% |
| Participation rate | 75.0% | 57.0%+18.0pp | 69.6%+5.4pp | 67.6%+7.4pp |
| Annual return | 12.51% | 20.76%-8.3pp | 9429.28%-9416.8pp | 35.62%-23.1pp |
| Employer contribution / active EE | $1,688 | $1,585+6.5% | $4,157-59.4% | $2,756-38.7% |
| Participant deferral / active EE | $3,303 | $2,670+23.7% | $4,169-20.8% | $4,297-23.1% |
| Admin fee / account holder | $1,679 | $4,310-61.0% | $7,665-78.1% | $6,935-75.8% |