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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 | $27,137 | $77,908-65.2% | $149,696-81.9% | $75,173-63.9% |
| Participation rate | 92.8% | 65.6%+27.2pp | 78.8%+14.0pp | 67.2%+25.5pp |
| Annual return | 32.46% | 31.73%+0.7pp | 134.46%-102.0pp | 160.72%-128.3pp |
| Employer contribution / active EE | $1,407 | $3,138-55.2% | $4,821-70.8% | $2,671-47.3% |
| Participant deferral / active EE | $10,441 | $3,411+206.1% | $5,682+83.8% | $4,126+153.0% |
| Admin fee / account holder | $4,910 | $5,950-17.5% | $13,212-62.8% | $5,651-13.1% |