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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 | $32,437 | $78,425-58.6% | $95,956-66.2% | $79,858-59.4% |
| Participation rate | 77.1% | 73.5%+3.7pp | 77.1%+0.1pp | 69.6%+7.5pp |
| Annual return | 20.32% | 19.37%+0.9pp | 91.63%-71.3pp | 31.72%-11.4pp |
| Employer contribution / active EE | $1,307 | $1,945-32.8% | $2,541-48.6% | $2,471-47.1% |
| Participant deferral / active EE | $2,458 | $3,440-28.5% | $4,167-41.0% | $3,740-34.3% |
| Admin fee / account holder | $982 | $5,622-82.5% | $6,797-85.6% | $5,306-81.5% |