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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 | $31,502 | $77,908-59.6% | $149,696-79.0% | $75,173-58.1% |
| Participation rate | 75.8% | 65.6%+10.2pp | 78.8%-3.0pp | 67.2%+8.6pp |
| Annual return | 20.99% | 31.73%-10.7pp | 134.46%-113.5pp | 160.72%-139.7pp |
| Employer contribution / active EE | $1,853 | $3,138-41.0% | $4,821-61.6% | $2,671-30.6% |
| Participant deferral / active EE | $3,988 | $3,411+16.9% | $5,682-29.8% | $4,126-3.3% |
| Admin fee / account holder | $1,800 | $5,950-69.7% | $13,212-86.4% | $5,651-68.1% |