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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 | $33,084 | $91,559-63.9% | $133,971-75.3% | $79,852-58.6% |
| Participation rate | 79.4% | 73.3%+6.0pp | 79.8%-0.5pp | 69.6%+9.7pp |
| Annual return | 18.75% | 61.85%-43.1pp | 45.09%-26.3pp | 31.72%-13.0pp |
| Employer contribution / active EE | $1,242 | $2,384-47.9% | $3,919-68.3% | $2,471-49.8% |
| Participant deferral / active EE | $2,683 | $3,734-28.1% | $5,047-46.8% | $3,740-28.3% |
| Admin fee / account holder | $833 | $6,321-86.8% | $8,929-90.7% | $5,306-84.3% |