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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 | $36,034 | $114,013-68.4% | $103,693-65.2% | $155,188-76.8% |
| Participation rate | 70.6% | 75.2%-4.6pp | 72.6%-2.1pp | 80.8%-10.2pp |
| Annual return | 14.41% | 49.31%-34.9pp | 47.61%-33.2pp | 148.84%-134.4pp |
| Employer contribution / active EE | $949 | $3,131-69.7% | $2,920-67.5% | $4,248-77.7% |
| Participant deferral / active EE | $1,724 | $4,970-65.3% | $4,579-62.4% | $6,531-73.6% |
| Admin fee / account holder | $382 | $8,407-95.5% | $7,858-95.1% | $14,480-97.4% |