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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 | $35,867 | $78,423-54.3% | $95,964-62.6% | $79,856-55.1% |
| Participation rate | 96.7% | 73.5%+23.2pp | 77.1%+19.6pp | 69.6%+27.0pp |
| Annual return | 12.87% | 19.37%-6.5pp | 91.64%-78.8pp | 31.71%-18.8pp |
| Employer contribution / active EE | $1,000 | $1,945-48.6% | $2,541-60.7% | $2,471-59.5% |
| Participant deferral / active EE | $2,559 | $3,440-25.6% | $4,167-38.6% | $3,741-31.6% |
| Admin fee / account holder | $1,215 | $5,622-78.4% | $6,797-82.1% | $5,306-77.1% |