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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 | $43,501 | $84,236-48.4% | $170,439-74.5% | $70,124-38.0% |
| Participation rate | 84.0% | 70.8%+13.1pp | 83.6%+0.4pp | 69.5%+14.4pp |
| Annual return | 19.09% | 23.06%-4.0pp | 205.94%-186.9pp | 73.14%-54.1pp |
| Employer contribution / active EE | $1,610 | $3,387-52.5% | $5,433-70.4% | $2,342-31.3% |
| Participant deferral / active EE | $3,190 | $3,086+3.4% | $4,939-35.4% | $3,332-4.2% |
| Admin fee / account holder | $3,843 | $5,698-32.6% | $13,881-72.3% | $4,645-17.3% |