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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 | $30,719 | $96,562-68.2% | $80,976-62.1% | $273,968-88.8% |
| Participation rate | 77.8% | 79.1%-1.3pp | 75.8%+2.0pp | 83.0%-5.2pp |
| Annual return | 47.54% | 15.14%+32.4pp | 17.10%+30.4pp | 41.45%+6.1pp |
| Employer contribution / active EE | $1,435 | $4,868-70.5% | $3,714-61.4% | $4,869-70.5% |
| Participant deferral / active EE | $3,085 | $6,597-53.2% | $5,696-45.8% | $5,287-41.6% |
| Admin fee / account holder | $1,286 | $7,493-82.8% | $5,516-76.7% | $10,132-87.3% |