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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 | $29,118 | $103,392-71.8% | $87,104-66.6% | $152,897-81.0% |
| Participation rate | 82.4% | 79.4%+3.0pp | 76.9%+5.5pp | 82.5%-0.1pp |
| Annual return | 22.67% | 28.10%-5.4pp | 28.19%-5.5pp | 345.43%-322.8pp |
| Employer contribution / active EE | $1,304 | $3,221-59.5% | $2,521-48.3% | $4,764-72.6% |
| Participant deferral / active EE | $2,980 | $4,778-37.6% | $4,048-26.4% | $5,851-49.1% |
| Admin fee / account holder | $1,251 | $12,194-89.7% | $7,491-83.3% | $11,599-89.2% |