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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 | $42,754 | $124,980-65.8% | $108,359-60.5% | $154,746-72.4% |
| Participation rate | 71.4% | 75.2%-3.7pp | 70.1%+1.3pp | 80.7%-9.3pp |
| Annual return | 16.86% | 45.00%-28.1pp | 36.89%-20.0pp | 172.34%-155.5pp |
| Employer contribution / active EE | $1,400 | $2,851-50.9% | $2,399-41.7% | $4,379-68.0% |
| Participant deferral / active EE | $9,239 | $4,743+94.8% | $4,137+123.3% | $6,730+37.3% |
| Admin fee / account holder | $32,623 | $11,502+183.6% | $9,741+234.9% | $14,365+127.1% |