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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 | $36,413 | $110,379-67.0% | $102,412-64.4% | $145,884-75.0% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 26.35% | 24.84%+1.5pp | 24.94%+1.4pp | 551.85%-525.5pp |
| Employer contribution / active EE | $2,572 | $4,216-39.0% | $3,870-33.5% | $4,662-44.8% |
| Participant deferral / active EE | $5,379 | $5,622-4.3% | $5,060+6.3% | $6,690-19.6% |
| Admin fee / account holder | $691 | $9,745-92.9% | $8,388-91.8% | $13,392-94.8% |