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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 | $33,152 | $77,638-57.3% | $156,551-78.8% | $62,881-47.3% |
| Participation rate | 72.3% | 71.2%+1.1pp | 84.0%-11.7pp | 69.3%+3.0pp |
| Annual return | 6.38% | 50.33%-43.9pp | 32.23%-25.8pp | 20.14%-13.8pp |
| Employer contribution / active EE | $1,185 | $3,444-65.6% | $5,501-78.5% | $2,281-48.1% |
| Participant deferral / active EE | $1,414 | $3,046-53.6% | $4,871-71.0% | $3,203-55.9% |
| Admin fee / account holder | $503 | $5,561-91.0% | $13,028-96.1% | $4,296-88.3% |