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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 | $31,450 | $227,291-86.2% | $214,702-85.4% | $155,188-79.7% |
| Participation rate | 81.3% | 88.0%-6.7pp | 87.5%-6.2pp | 80.8%+0.4pp |
| Annual return | 21.41% | 60.08%-38.7pp | 54.55%-33.1pp | 148.84%-127.4pp |
| Employer contribution / active EE | $1,961 | $6,772-71.0% | $6,461-69.6% | $4,248-53.8% |
| Participant deferral / active EE | $6,336 | $9,582-33.9% | $9,147-30.7% | $6,531-3.0% |
| Admin fee / account holder | $2,201 | $20,413-89.2% | $19,830-88.9% | $14,480-84.8% |