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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 | $31,197 | $77,416-59.7% | $69,464-55.1% | $152,897-79.6% |
| Participation rate | 75.0% | 78.1%-3.1pp | 74.6%+0.4pp | 82.5%-7.5pp |
| Annual return | 15.62% | 39.08%-23.5pp | 28.98%-13.4pp | 345.43%-329.8pp |
| Employer contribution / active EE | $2,957 | $3,315-10.8% | $2,779+6.4% | $4,764-37.9% |
| Participant deferral / active EE | $7,105 | $4,413+61.0% | $3,536+100.9% | $5,851+21.4% |
| Admin fee / account holder | $2,901 | $6,208-53.3% | $3,840-24.5% | $11,599-75.0% |