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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 | $36,263 | $112,729-67.8% | $98,716-63.3% | $137,256-73.6% |
| Participation rate | 76.9% | 74.2%+2.7pp | 69.3%+7.6pp | 80.0%-3.0pp |
| Annual return | 14.09% | 38.48%-24.4pp | 31.81%-17.7pp | 220.34%-206.2pp |
| Employer contribution / active EE | $1,851 | $2,725-32.1% | $2,279-18.8% | $4,156-55.5% |
| Participant deferral / active EE | $3,821 | $4,640-17.7% | $4,048-5.6% | $6,407-40.4% |
| Admin fee / account holder | $5,877 | $10,129-42.0% | $8,703-32.5% | $12,270-52.1% |