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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 | $31,669 | $93,345-66.1% | $119,126-73.4% | $87,485-63.8% |
| Participation rate | 72.4% | 68.7%+3.7pp | 75.8%-3.3pp | 68.9%+3.5pp |
| Annual return | 17.21% | 19.08%-1.9pp | 282.11%-264.9pp | 26.06%-8.9pp |
| Employer contribution / active EE | $2,090 | $3,172-34.1% | $4,034-48.2% | $2,596-19.5% |
| Participant deferral / active EE | $4,894 | $4,099+19.4% | $5,318-8.0% | $4,274+14.5% |
| Admin fee / account holder | $1,606 | $8,039-80.0% | $10,693-85.0% | $7,775-79.3% |