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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 | $33,121 | $66,813-50.4% | $100,528-67.1% | $73,493-54.9% |
| Participation rate | 80.6% | 77.5%+3.1pp | 79.4%+1.2pp | 70.7%+9.9pp |
| Annual return | 63.25% | 25.70%+37.5pp | 30.90%+32.4pp | 28.51%+34.7pp |
| Employer contribution / active EE | $943 | $2,147-56.1% | $3,419-72.4% | $2,270-58.5% |
| Participant deferral / active EE | $6,672 | $5,883+13.4% | $6,271+6.4% | $3,740+78.4% |
| Admin fee / account holder | $1,587 | $512+209.9% | $8,084-80.4% | $513+209.3% |