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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 | $37,051 | $142,354-74.0% | $125,529-70.5% | $155,188-76.1% |
| Participation rate | 81.8% | 78.1%+3.8pp | 74.7%+7.1pp | 80.8%+1.0pp |
| Annual return | 7.47% | 306.06%-298.6pp | 202.56%-195.1pp | 148.84%-141.4pp |
| Employer contribution / active EE | $1,340 | $3,501-61.7% | $3,058-56.2% | $4,248-68.5% |
| Participant deferral / active EE | $2,690 | $5,491-51.0% | $4,813-44.1% | $6,531-58.8% |
| Admin fee / account holder | $1,938 | $19,392-90.0% | $16,298-88.1% | $14,480-86.6% |