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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 | $30,725 | $78,423-60.8% | $95,964-68.0% | $79,856-61.5% |
| Participation rate | 83.3% | 73.5%+9.8pp | 77.1%+6.2pp | 69.6%+13.7pp |
| Annual return | 19.77% | 19.37%+0.4pp | 91.64%-71.9pp | 31.71%-11.9pp |
| Employer contribution / active EE | $1,299 | $1,945-33.2% | $2,541-48.9% | $2,471-47.4% |
| Participant deferral / active EE | $2,682 | $3,440-22.0% | $4,167-35.6% | $3,741-28.3% |
| Admin fee / account holder | $1,244 | $5,622-77.9% | $6,797-81.7% | $5,306-76.6% |