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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 | $64,531 | $84,236-23.4% | $170,435-62.1% | $70,126-8.0% |
| Participation rate | 81.8% | 70.8%+11.0pp | 83.6%-1.8pp | 69.5%+12.3pp |
| Annual return | 16.59% | 23.06%-6.5pp | 205.94%-189.3pp | 73.15%-56.6pp |
| Employer contribution / active EE | $1,086 | $3,387-67.9% | $5,432-80.0% | $2,343-53.6% |
| Participant deferral / active EE | $1,521 | $3,086-50.7% | $4,939-69.2% | $3,332-54.4% |
| Admin fee / account holder | $747 | $5,698-86.9% | $13,881-94.6% | $4,645-83.9% |