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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 | $33,943 | $77,814-56.4% | $158,223-78.5% | $86,983-61.0% |
| Participation rate | 89.6% | 68.4%+21.2pp | 79.2%+10.4pp | 69.5%+20.0pp |
| Annual return | 14.02% | 30.54%-16.5pp | 52.09%-38.1pp | 25.83%-11.8pp |
| Employer contribution / active EE | $1,565 | $2,592-39.6% | $4,109-61.9% | $2,584-39.4% |
| Participant deferral / active EE | $2,519 | $3,270-23.0% | $5,467-53.9% | $4,194-39.9% |
| Admin fee / account holder | $808 | $5,879-86.3% | $16,047-95.0% | $7,856-89.7% |