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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 | $31,951 | $124,314-74.3% | $109,163-70.7% | $167,518-80.9% |
| Participation rate | 83.3% | 79.4%+3.9pp | 75.9%+7.5pp | 82.1%+1.2pp |
| Annual return | 16.94% | 26.04%-9.1pp | 25.75%-8.8pp | 478.71%-461.8pp |
| Employer contribution / active EE | $2,871 | $4,209-31.8% | $3,723-22.9% | $4,838-40.7% |
| Participant deferral / active EE | $4,356 | $5,256-17.1% | $4,654-6.4% | $6,342-31.3% |
| Admin fee / account holder | $731 | $7,973-90.8% | $6,754-89.2% | $12,312-94.1% |