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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 | $24,342 | $77,638-68.6% | $156,551-84.5% | $62,881-61.3% |
| Participation rate | 79.4% | 71.2%+8.2pp | 84.0%-4.6pp | 69.3%+10.1pp |
| Annual return | 8.30% | 50.33%-42.0pp | 32.23%-23.9pp | 20.14%-11.8pp |
| Employer contribution / active EE | $876 | $3,444-74.6% | $5,501-84.1% | $2,281-61.6% |
| Participant deferral / active EE | $1,561 | $3,046-48.7% | $4,871-68.0% | $3,203-51.3% |
| Admin fee / account holder | $2,319 | $5,561-58.3% | $13,028-82.2% | $4,296-46.0% |