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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 | $48,343 | $77,638-37.7% | $156,551-69.1% | $62,881-23.1% |
| Participation rate | 71.9% | 71.2%+0.7pp | 84.0%-12.1pp | 69.3%+2.6pp |
| Annual return | 7.06% | 50.33%-43.3pp | 32.23%-25.2pp | 20.14%-13.1pp |
| Employer contribution / active EE | $828 | $3,444-76.0% | $5,501-85.0% | $2,281-63.7% |
| Participant deferral / active EE | $2,219 | $3,046-27.1% | $4,871-54.4% | $3,203-30.7% |
| Admin fee / account holder | $899 | $5,561-83.8% | $13,028-93.1% | $4,296-79.1% |