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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 | $38,127 | $123,155-69.0% | $108,753-64.9% | $155,188-75.4% |
| Participation rate | 80.0% | 75.6%+4.4pp | 71.1%+8.9pp | 80.8%-0.8pp |
| Annual return | 10.20% | 44.73%-34.5pp | 37.47%-27.3pp | 148.84%-138.6pp |
| Employer contribution / active EE | $494 | $2,811-82.4% | $2,427-79.6% | $4,248-88.4% |
| Participant deferral / active EE | $2,498 | $4,623-46.0% | $4,115-39.3% | $6,531-61.8% |
| Admin fee / account holder | $32,304 | $12,126+166.4% | $10,320+213.0% | $14,480+123.1% |