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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 | $39,214 | $48,078-18.4% | $78,676-50.2% | $62,881-37.6% |
| Participation rate | 80.0% | 65.2%+14.8pp | 73.6%+6.4pp | 69.3%+10.7pp |
| Annual return | 7.64% | 31.36%-23.7pp | 62.19%-54.5pp | 20.14%-12.5pp |
| Employer contribution / active EE | $1,908 | $2,015-5.3% | $2,850-33.1% | $2,281-16.4% |
| Participant deferral / active EE | $1,655 | $2,587-36.0% | $3,517-52.9% | $3,203-48.3% |
| Admin fee / account holder | $341 | $3,206-89.4% | $4,510-92.4% | $4,296-92.1% |