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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 | $40,202 | $95,404-57.9% | $113,397-64.5% | $82,637-51.4% |
| Participation rate | 89.1% | 72.8%+16.3pp | 76.5%+12.6pp | 68.1%+21.1pp |
| Annual return | 105.68% | 19.08%+86.6pp | 23.20%+82.5pp | 53.51%+52.2pp |
| Employer contribution / active EE | $741 | $2,307-67.9% | $2,977-75.1% | $2,552-71.0% |
| Participant deferral / active EE | $3,405 | $4,220-19.3% | $5,076-32.9% | $4,126-17.5% |
| Admin fee / account holder | $1,279 | $9,168-86.0% | $11,957-89.3% | $7,339-82.6% |