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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 | $41,343 | $98,766-58.1% | $149,730-72.4% | $79,852-48.2% |
| Participation rate | 72.4% | 75.8%-3.4pp | 82.5%-10.1pp | 69.6%+2.7pp |
| Annual return | 35.79% | 27.43%+8.4pp | 276.70%-240.9pp | 31.72%+4.1pp |
| Employer contribution / active EE | $687 | $3,217-78.7% | $4,645-85.2% | $2,471-72.2% |
| Participant deferral / active EE | $6,450 | $5,681+13.5% | $6,843-5.7% | $3,740+72.4% |
| Admin fee / account holder | $7,534 | $6,052+24.5% | $9,310-19.1% | $5,306+42.0% |