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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 | $29,030 | $110,410-73.7% | $102,437-71.7% | $145,897-80.1% |
| Participation rate | 76.9% | 77.9%-1.0pp | 74.5%+2.4pp | 80.3%-3.4pp |
| Annual return | 26.63% | 24.85%+1.8pp | 24.95%+1.7pp | 552.29%-525.7pp |
| Employer contribution / active EE | $1,234 | $4,217-70.7% | $3,871-68.1% | $4,663-73.5% |
| Participant deferral / active EE | $3,444 | $5,622-38.7% | $5,060-31.9% | $6,689-48.5% |
| Admin fee / account holder | $611 | $9,745-93.7% | $8,388-92.7% | $13,390-95.4% |