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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 | $32,314 | $77,638-58.4% | $156,551-79.4% | $62,881-48.6% |
| Participation rate | 81.1% | 71.2%+9.9pp | 84.0%-2.9pp | 69.3%+11.8pp |
| Annual return | 9.47% | 50.33%-40.9pp | 32.23%-22.8pp | 20.14%-10.7pp |
| Employer contribution / active EE | $615 | $3,444-82.2% | $5,501-88.8% | $2,281-73.1% |
| Participant deferral / active EE | $2,082 | $3,046-31.6% | $4,871-57.3% | $3,203-35.0% |
| Admin fee / account holder | $2,607 | $5,561-53.1% | $13,028-80.0% | $4,296-39.3% |