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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 | $36,243 | $84,236-57.0% | $170,435-78.7% | $70,126-48.3% |
| Participation rate | 83.3% | 70.8%+12.5pp | 83.6%-0.3pp | 69.5%+13.8pp |
| Annual return | 41.96% | 23.06%+18.9pp | 205.94%-164.0pp | 73.15%-31.2pp |
| Employer contribution / active EE | $909 | $3,387-73.2% | $5,432-83.3% | $2,343-61.2% |
| Participant deferral / active EE | $3,833 | $3,086+24.2% | $4,939-22.4% | $3,332+15.0% |
| Admin fee / account holder | $3,335 | $5,698-41.5% | $13,881-76.0% | $4,645-28.2% |