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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 | $51,642-40.6% | $129,384-76.3% | $80,935-62.1% |
| Participation rate | 75.0% | 56.9%+18.1pp | 69.6%+5.4pp | 67.7%+7.3pp |
| Annual return | 12.51% | 20.78%-8.3pp | 9461.77%-9449.3pp | 35.66%-23.1pp |
| Employer contribution / active EE | $1,688 | $1,583+6.6% | $4,153-59.4% | $2,757-38.8% |
| Participant deferral / active EE | $3,303 | $2,670+23.7% | $4,166-20.7% | $4,299-23.2% |
| Admin fee / account holder | $1,679 | $4,312-61.1% | $7,686-78.2% | $6,924-75.8% |