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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 | $45,768 | $73,988-38.1% | $96,538-52.6% | $75,177-39.1% |
| Participation rate | 75.6% | 66.4%+9.2pp | 74.3%+1.2pp | 67.2%+8.4pp |
| Annual return | 14.92% | 26.73%-11.8pp | 35.74%-20.8pp | 160.75%-145.8pp |
| Employer contribution / active EE | $2,131 | $2,930-27.3% | $3,740-43.0% | $2,671-20.2% |
| Participant deferral / active EE | $3,102 | $3,660-15.2% | $4,880-36.4% | $4,126-24.8% |
| Admin fee / account holder | $891 | $5,220-82.9% | $6,737-86.8% | $5,651-84.2% |