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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 | $31,880 | $104,251-69.4% | $91,004-65.0% | $147,586-78.4% |
| Participation rate | 87.5% | 78.2%+9.3pp | 75.6%+11.9pp | 82.8%+4.7pp |
| Annual return | 13.03% | 27.06%-14.0pp | 4.60%+8.4pp | 578.59%-565.6pp |
| Employer contribution / active EE | $1,146 | $3,116-63.2% | $2,456-53.3% | $4,876-76.5% |
| Participant deferral / active EE | $1,767 | $4,195-57.9% | $3,548-50.2% | $5,439-67.5% |
| Admin fee / account holder | $1,244 | $8,948-86.1% | $5,417-77.0% | $10,886-88.6% |