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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 | $31,806 | $97,125-67.3% | $86,233-63.1% | $137,256-76.8% |
| Participation rate | 81.8% | 74.2%+7.6pp | 69.0%+12.8pp | 80.0%+1.9pp |
| Annual return | 18.91% | 74.19%-55.3pp | 61.39%-42.5pp | 220.34%-201.4pp |
| Employer contribution / active EE | $1,463 | $2,841-48.5% | $2,504-41.6% | $4,156-64.8% |
| Participant deferral / active EE | $2,611 | $5,180-49.6% | $4,559-42.7% | $6,407-59.3% |
| Admin fee / account holder | $349 | $9,725-96.4% | $8,342-95.8% | $12,270-97.2% |