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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 | $30,969 | $172,111-82.0% | $150,298-79.4% | $137,256-77.4% |
| Participation rate | 90.9% | 81.7%+9.2pp | 77.8%+13.1pp | 80.0%+10.9pp |
| Annual return | 14.79% | 69.37%-54.6pp | 62.79%-48.0pp | 220.34%-205.5pp |
| Employer contribution / active EE | $1,134 | $4,636-75.5% | $4,154-72.7% | $4,156-72.7% |
| Participant deferral / active EE | $1,707 | $6,166-72.3% | $5,453-68.7% | $6,407-73.4% |
| Admin fee / account holder | $7,237 | $16,471-56.1% | $14,116-48.7% | $12,270-41.0% |