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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 | $33,219 | $97,125-65.8% | $86,233-61.5% | $137,256-75.8% |
| Participation rate | 84.6% | 74.2%+10.4pp | 69.0%+15.6pp | 80.0%+4.7pp |
| Annual return | 21.48% | 74.19%-52.7pp | 61.39%-39.9pp | 220.34%-198.9pp |
| Employer contribution / active EE | $1,319 | $2,841-53.6% | $2,504-47.3% | $4,156-68.3% |
| Participant deferral / active EE | $3,307 | $5,180-36.2% | $4,559-27.5% | $6,407-48.4% |
| Admin fee / account holder | $1,490 | $9,725-84.7% | $8,342-82.1% | $12,270-87.9% |