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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 | $25,213 | $107,733-76.6% | $92,985-72.9% | $154,746-83.7% |
| Participation rate | 72.2% | 74.6%-2.3pp | 69.5%+2.7pp | 80.7%-8.5pp |
| Annual return | 18.13% | 30.39%-12.3pp | 27.99%-9.9pp | 172.34%-154.2pp |
| Employer contribution / active EE | $924 | $3,126-70.4% | $2,662-65.3% | $4,379-78.9% |
| Participant deferral / active EE | $2,548 | $5,053-49.6% | $4,377-41.8% | $6,730-62.1% |
| Admin fee / account holder | $369 | $11,369-96.8% | $9,463-96.1% | $14,365-97.4% |