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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 | $31,934 | $101,618-68.6% | $93,063-65.7% | $137,256-76.7% |
| Participation rate | 85.7% | 74.9%+10.8pp | 72.1%+13.6pp | 80.0%+5.8pp |
| Annual return | 16.96% | 223.95%-207.0pp | 34.15%-17.2pp | 220.34%-203.4pp |
| Employer contribution / active EE | $1,129 | $2,707-58.3% | $2,476-54.4% | $4,156-72.8% |
| Participant deferral / active EE | $4,130 | $4,279-3.5% | $3,958+4.3% | $6,407-35.5% |
| Admin fee / account holder | $418 | $6,198-93.3% | $6,033-93.1% | $12,270-96.6% |