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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 | $37,719 | $110,303-65.8% | $95,759-60.6% | $139,487-73.0% |
| Participation rate | 80.0% | 75.7%+4.3pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 15.33% | 27.19%-11.9pp | 28.42%-13.1pp | 373.84%-358.5pp |
| Employer contribution / active EE | $1,126 | $3,261-65.5% | $2,836-60.3% | $4,755-76.3% |
| Participant deferral / active EE | $1,617 | $4,674-65.4% | $4,244-61.9% | $6,713-75.9% |
| Admin fee / account holder | $1,728 | $6,615-73.9% | $5,678-69.6% | $11,407-84.9% |