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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 | $31,282 | $86,298-63.8% | $111,308-71.9% | $85,847-63.6% |
| Participation rate | 86.9% | 73.3%+13.5pp | 77.3%+9.6pp | 69.3%+17.6pp |
| Annual return | 16.29% | 19.99%-3.7pp | 54.67%-38.4pp | 318.61%-302.3pp |
| Employer contribution / active EE | $721 | $2,044-64.7% | $2,732-73.6% | $2,565-71.9% |
| Participant deferral / active EE | $1,886 | $3,641-48.2% | $4,487-58.0% | $3,952-52.3% |
| Admin fee / account holder | $2,252 | $8,189-72.5% | $7,965-71.7% | $6,261-64.0% |