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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 | $35,586 | $116,434-69.4% | $65,583-45.7% | $139,487-74.5% |
| Participation rate | 70.6% | 67.9%+2.7pp | 65.0%+5.6pp | 80.3%-9.7pp |
| Annual return | 23.40% | 31.34%-7.9pp | 47.46%-24.1pp | 373.84%-350.4pp |
| Employer contribution / active EE | $620 | $2,602-76.2% | $1,692-63.3% | $4,755-87.0% |
| Participant deferral / active EE | $1,686 | $4,245-60.3% | $2,833-40.5% | $6,713-74.9% |
| Admin fee / account holder | $396 | $6,696-94.1% | $4,112-90.4% | $11,407-96.5% |