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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 | $32,650 | $107,941-69.8% | $91,994-64.5% | $152,909-78.6% |
| Participation rate | 87.0% | 81.2%+5.8pp | 78.6%+8.3pp | 82.5%+4.5pp |
| Annual return | 28.17% | 89.28%-61.1pp | 69.04%-40.9pp | 345.46%-317.3pp |
| Employer contribution / active EE | $1,733 | $4,212-58.9% | $3,453-49.8% | $4,764-63.6% |
| Participant deferral / active EE | $2,544 | $6,366-60.0% | $5,924-57.1% | $5,851-56.5% |
| Admin fee / account holder | $756 | $10,521-92.8% | $7,744-90.2% | $11,601-93.5% |