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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 | $20,469 | $110,303-81.4% | $95,759-78.6% | $139,487-85.3% |
| Participation rate | 76.2% | 75.7%+0.4pp | 72.3%+3.9pp | 80.3%-4.1pp |
| Annual return | 17.23% | 27.19%-10.0pp | 28.42%-11.2pp | 373.84%-356.6pp |
| Employer contribution / active EE | $2,032 | $3,261-37.7% | $2,836-28.4% | $4,755-57.3% |
| Participant deferral / active EE | $4,958 | $4,674+6.1% | $4,244+16.8% | $6,713-26.1% |
| Admin fee / account holder | $725 | $6,615-89.0% | $5,678-87.2% | $11,407-93.6% |