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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 | $46,023 | $162,785-71.7% | $133,959-65.6% | $158,950-71.0% |
| Participation rate | 80.0% | 83.2%-3.2pp | 79.8%+0.2pp | 82.0%-2.0pp |
| Annual return | 13.45% | 41.94%-28.5pp | 45.09%-31.6pp | 302.91%-289.5pp |
| Employer contribution / active EE | $1,182 | $4,975-76.2% | $3,919-69.8% | $4,762-75.2% |
| Participant deferral / active EE | $3,469 | $5,910-41.3% | $5,047-31.3% | $5,983-42.0% |
| Admin fee / account holder | $590 | $11,738-95.0% | $8,928-93.4% | $11,248-94.8% |