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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 | $39,228 | $73,978-47.0% | $96,515-59.4% | $75,173-47.8% |
| Participation rate | 82.5% | 66.4%+16.1pp | 74.3%+8.2pp | 67.2%+15.3pp |
| Annual return | 18.66% | 26.72%-8.1pp | 35.73%-17.1pp | 160.72%-142.1pp |
| Employer contribution / active EE | $1,284 | $2,931-56.2% | $3,740-65.7% | $2,671-51.9% |
| Participant deferral / active EE | $4,928 | $3,660+34.6% | $4,880+1.0% | $4,126+19.4% |
| Admin fee / account holder | $1,725 | $5,219-66.9% | $6,735-74.4% | $5,651-69.5% |