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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 | $39,671 | $73,978-46.4% | $96,515-58.9% | $75,173-47.2% |
| Participation rate | 76.2% | 66.4%+9.8pp | 74.3%+1.8pp | 67.2%+9.0pp |
| Annual return | 15.56% | 26.72%-11.2pp | 35.73%-20.2pp | 160.72%-145.2pp |
| Employer contribution / active EE | $1,921 | $2,931-34.5% | $3,740-48.6% | $2,671-28.1% |
| Participant deferral / active EE | $3,555 | $3,660-2.9% | $4,880-27.1% | $4,126-13.8% |
| Admin fee / account holder | $1,586 | $5,219-69.6% | $6,735-76.4% | $5,651-71.9% |