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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 | $38,404 | $93,589-59.0% | $135,942-71.7% | $75,181-48.9% |
| Participation rate | 83.3% | 75.2%+8.1pp | 81.9%+1.4pp | 67.2%+16.1pp |
| Annual return | 18.38% | 30.90%-12.5pp | 68.28%-49.9pp | 160.69%-142.3pp |
| Employer contribution / active EE | $1,766 | $3,537-50.1% | $4,858-63.6% | $2,671-33.9% |
| Participant deferral / active EE | $6,623 | $6,405+3.4% | $7,759-14.6% | $4,126+60.5% |
| Admin fee / account holder | $2,156 | $6,977-69.1% | $10,764-80.0% | $5,650-61.8% |