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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 | $34,819 | $84,236-58.7% | $170,435-79.6% | $70,126-50.3% |
| Participation rate | 82.9% | 70.8%+12.0pp | 83.6%-0.7pp | 69.5%+13.3pp |
| Annual return | 45.92% | 23.06%+22.9pp | 205.94%-160.0pp | 73.15%-27.2pp |
| Employer contribution / active EE | $922 | $3,387-72.8% | $5,432-83.0% | $2,343-60.6% |
| Participant deferral / active EE | $1,615 | $3,086-47.7% | $4,939-67.3% | $3,332-51.5% |
| Admin fee / account holder | $2,552 | $5,698-55.2% | $13,881-81.6% | $4,645-45.1% |