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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 | $32,156 | $106,247-69.7% | $96,515-66.7% | $139,466-76.9% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 17.60% | 38.47%-20.9pp | 35.73%-18.1pp | 373.66%-356.1pp |
| Employer contribution / active EE | $1,910 | $4,106-53.5% | $3,740-48.9% | $4,754-59.8% |
| Participant deferral / active EE | $1,512 | $5,456-72.3% | $4,880-69.0% | $6,712-77.5% |
| Admin fee / account holder | $777 | $7,885-90.1% | $6,735-88.5% | $11,409-93.2% |