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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 | $42,607 | $97,125-56.1% | $86,233-50.6% | $137,256-69.0% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.0%+14.3pp | 80.0%+3.4pp |
| Annual return | 21.72% | 74.19%-52.5pp | 61.39%-39.7pp | 220.34%-198.6pp |
| Employer contribution / active EE | $576 | $2,841-79.7% | $2,504-77.0% | $4,156-86.1% |
| Participant deferral / active EE | $1,825 | $5,180-64.8% | $4,559-60.0% | $6,407-71.5% |
| Admin fee / account holder | $1,110 | $9,725-88.6% | $8,342-86.7% | $12,270-91.0% |