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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 | $31,989 | $105,960-69.8% | $81,726-60.9% | $158,982-79.9% |
| Participation rate | 75.0% | 75.6%-0.6pp | 72.0%+3.0pp | 82.0%-7.0pp |
| Annual return | 9.85% | 38.19%-28.3pp | 29.49%-19.6pp | 302.99%-293.1pp |
| Employer contribution / active EE | $1,065 | $7,805-86.3% | $4,311-75.3% | $4,763-77.6% |
| Participant deferral / active EE | $1,363 | $13,011-89.5% | $7,108-80.8% | $5,983-77.2% |
| Admin fee / account holder | $515 | $8,494-93.9% | $5,160-90.0% | $11,252-95.4% |