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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 | $38,614 | $80,992-52.3% | $96,534-60.0% | $75,173-48.6% |
| Participation rate | 71.4% | 71.8%-0.4pp | 76.0%-4.6pp | 67.2%+4.2pp |
| Annual return | 17.39% | 27.05%-9.7pp | 25.88%-8.5pp | 160.72%-143.3pp |
| Employer contribution / active EE | $1,359 | $2,283-40.5% | $2,965-54.2% | $2,671-49.1% |
| Participant deferral / active EE | $2,356 | $3,929-40.0% | $4,851-51.4% | $4,126-42.9% |
| Admin fee / account holder | $1,557 | $6,717-76.8% | $8,253-81.1% | $5,651-72.4% |