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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 | $33,348 | $103,392-67.7% | $87,104-61.7% | $152,897-78.2% |
| Participation rate | 87.5% | 79.4%+8.1pp | 76.9%+10.6pp | 82.5%+5.0pp |
| Annual return | 37.96% | 28.10%+9.9pp | 28.19%+9.8pp | 345.43%-307.5pp |
| Employer contribution / active EE | $1,683 | $3,221-47.7% | $2,521-33.2% | $4,764-64.7% |
| Participant deferral / active EE | $6,224 | $4,778+30.2% | $4,048+53.7% | $5,851+6.4% |
| Admin fee / account holder | $582 | $12,194-95.2% | $7,491-92.2% | $11,599-95.0% |