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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 | $42,668 | $176,402-75.8% | $134,155-68.2% | $158,950-73.2% |
| Participation rate | 75.0% | 78.7%-3.7pp | 72.2%+2.8pp | 82.0%-7.0pp |
| Annual return | 11.03% | 63.66%-52.6pp | 36.34%-25.3pp | 302.91%-291.9pp |
| Employer contribution / active EE | $510 | $5,042-89.9% | $3,705-86.2% | $4,762-89.3% |
| Participant deferral / active EE | $1,897 | $4,093-53.7% | $3,500-45.8% | $5,983-68.3% |
| Admin fee / account holder | $1,146 | $8,719-86.9% | $6,685-82.9% | $11,248-89.8% |