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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 | $20,043 | $90,504-77.9% | $78,690-74.5% | $273,965-92.7% |
| Participation rate | 83.3% | 76.5%+6.8pp | 73.6%+9.8pp | 83.0%+0.3pp |
| Annual return | 3.97% | 75.61%-71.6pp | 62.18%-58.2pp | 41.45%-37.5pp |
| Employer contribution / active EE | $1,404 | $3,176-55.8% | $2,851-50.7% | $4,869-71.2% |
| Participant deferral / active EE | $2,669 | $3,901-31.6% | $3,517-24.1% | $5,287-49.5% |
| Admin fee / account holder | $787 | $5,263-85.0% | $4,511-82.6% | $10,132-92.2% |