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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 | $27,832 | $84,236-67.0% | $170,435-83.7% | $70,126-60.3% |
| Participation rate | 72.5% | 70.8%+1.7pp | 83.6%-11.1pp | 69.5%+3.0pp |
| Annual return | 19.47% | 23.06%-3.6pp | 205.94%-186.5pp | 73.15%-53.7pp |
| Employer contribution / active EE | $1,129 | $3,387-66.7% | $5,432-79.2% | $2,343-51.8% |
| Participant deferral / active EE | $1,937 | $3,086-37.2% | $4,939-60.8% | $3,332-41.9% |
| Admin fee / account holder | $689 | $5,698-87.9% | $13,881-95.0% | $4,645-85.2% |