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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 | $31,153 | $73,107-57.4% | $114,563-72.8% | $87,485-64.4% |
| Participation rate | 81.8% | 65.8%+16.0pp | 72.9%+8.9pp | 68.9%+12.9pp |
| Annual return | 28.52% | 19.47%+9.0pp | 241.09%-212.6pp | 26.06%+2.5pp |
| Employer contribution / active EE | $1,509 | $1,881-19.8% | $2,592-41.8% | $2,596-41.9% |
| Participant deferral / active EE | $3,039 | $3,144-3.3% | $4,142-26.6% | $4,274-28.9% |
| Admin fee / account holder | $481 | $5,770-91.7% | $7,623-93.7% | $7,775-93.8% |