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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 | $39,922 | $172,111-76.8% | $150,298-73.4% | $137,256-70.9% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 19.15% | 69.37%-50.2pp | 62.79%-43.6pp | 220.34%-201.2pp |
| Employer contribution / active EE | $1,746 | $4,636-62.4% | $4,154-58.0% | $4,156-58.0% |
| Participant deferral / active EE | $4,854 | $6,166-21.3% | $5,453-11.0% | $6,407-24.2% |
| Admin fee / account holder | $870 | $16,471-94.7% | $14,116-93.8% | $12,270-92.9% |