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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 | $36,098 | $114,013-68.3% | $103,693-65.2% | $155,188-76.7% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.1pp | 80.8%+4.9pp |
| Annual return | 15.67% | 49.31%-33.6pp | 47.61%-31.9pp | 148.84%-133.2pp |
| Employer contribution / active EE | $1,998 | $3,131-36.2% | $2,920-31.6% | $4,248-53.0% |
| Participant deferral / active EE | $3,369 | $4,970-32.2% | $4,579-26.4% | $6,531-48.4% |
| Admin fee / account holder | $346 | $8,407-95.9% | $7,858-95.6% | $14,480-97.6% |