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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 | $54,822 | $91,559-40.1% | $133,978-59.1% | $79,856-31.3% |
| Participation rate | 71.6% | 73.3%-1.7pp | 79.8%-8.2pp | 69.6%+2.0pp |
| Annual return | 24.68% | 61.85%-37.2pp | 45.10%-20.4pp | 31.71%-7.0pp |
| Employer contribution / active EE | $1,206 | $2,384-49.4% | $3,919-69.2% | $2,471-51.2% |
| Participant deferral / active EE | $2,613 | $3,734-30.0% | $5,047-48.2% | $3,741-30.1% |
| Admin fee / account holder | $870 | $6,321-86.2% | $8,930-90.3% | $5,306-83.6% |