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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 | $75,807-58.9% | $116,096-73.2% | $86,983-64.2% |
| Participation rate | 81.8% | 66.9%+14.9pp | 73.3%+8.5pp | 69.5%+12.3pp |
| Annual return | 28.52% | 18.57%+9.9pp | 326.25%-297.7pp | 25.83%+2.7pp |
| Employer contribution / active EE | $1,509 | $1,892-20.3% | $2,503-39.7% | $2,584-41.6% |
| Participant deferral / active EE | $3,039 | $3,212-5.4% | $3,952-23.1% | $4,194-27.5% |
| Admin fee / account holder | $481 | $6,659-92.8% | $7,704-93.8% | $7,856-93.9% |