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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 | $34,713 | $114,119-69.6% | $107,187-67.6% | $138,895-75.0% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 79.9%+0.1pp |
| Annual return | 14.54% | 273.21%-258.7pp | 204.55%-190.0pp | 145.39%-130.9pp |
| Employer contribution / active EE | $1,126 | $4,059-72.3% | $3,782-70.2% | $4,194-73.2% |
| Participant deferral / active EE | $3,267 | $5,538-41.0% | $5,096-35.9% | $6,396-48.9% |
| Admin fee / account holder | $2,877 | $10,024-71.3% | $9,162-68.6% | $12,562-77.1% |