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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 | $32,988 | $47,944-31.2% | $67,834-51.4% | $62,881-47.5% |
| Participation rate | 83.3% | 61.1%+22.3pp | 68.8%+14.5pp | 69.3%+14.0pp |
| Annual return | 10.21% | 11.77%-1.6pp | 138.47%-128.3pp | 20.14%-9.9pp |
| Employer contribution / active EE | $1,101 | $1,562-29.5% | $2,403-54.2% | $2,281-51.7% |
| Participant deferral / active EE | $3,859 | $2,247+71.8% | $3,160+22.1% | $3,203+20.5% |
| Admin fee / account holder | $3,693 | $3,712-0.5% | $4,622-20.1% | $4,296-14.0% |