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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 | $32,607 | $77,638-58.0% | $156,551-79.2% | $62,881-48.1% |
| Participation rate | 76.3% | 71.2%+5.1pp | 84.0%-7.8pp | 69.3%+6.9pp |
| Annual return | 7.70% | 50.33%-42.6pp | 32.23%-24.5pp | 20.14%-12.4pp |
| Employer contribution / active EE | $1,231 | $3,444-64.3% | $5,501-77.6% | $2,281-46.0% |
| Participant deferral / active EE | $2,029 | $3,046-33.4% | $4,871-58.3% | $3,203-36.7% |
| Admin fee / account holder | $790 | $5,561-85.8% | $13,028-93.9% | $4,296-81.6% |