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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 | $30,189 | $77,814-61.2% | $158,223-80.9% | $86,983-65.3% |
| Participation rate | 75.0% | 68.4%+6.6pp | 79.2%-4.2pp | 69.5%+5.5pp |
| Annual return | 13.05% | 30.54%-17.5pp | 52.09%-39.0pp | 25.83%-12.8pp |
| Employer contribution / active EE | $1,072 | $2,592-58.6% | $4,109-73.9% | $2,584-58.5% |
| Participant deferral / active EE | $1,938 | $3,270-40.7% | $5,467-64.6% | $4,194-53.8% |
| Admin fee / account holder | $331 | $5,879-94.4% | $16,047-97.9% | $7,856-95.8% |