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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 | $32,448 | $105,929-69.4% | $81,716-60.3% | $158,966-79.6% |
| Participation rate | 72.7% | 75.6%-2.9pp | 72.0%+0.7pp | 82.0%-9.2pp |
| Annual return | 9.57% | 38.19%-28.6pp | 29.49%-19.9pp | 302.95%-293.4pp |
| Employer contribution / active EE | $620 | $7,802-92.1% | $4,310-85.6% | $4,762-87.0% |
| Participant deferral / active EE | $2,730 | $13,007-79.0% | $7,108-61.6% | $5,983-54.4% |
| Admin fee / account holder | $2,356 | $8,492-72.3% | $5,159-54.3% | $11,250-79.1% |