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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 | $33,894 | $117,895-71.3% | $102,460-66.9% | $145,897-76.8% |
| Participation rate | 76.2% | 78.6%-2.4pp | 76.5%-0.3pp | 80.3%-4.1pp |
| Annual return | 19.34% | 31.92%-12.6pp | 29.47%-10.1pp | 552.29%-532.9pp |
| Employer contribution / active EE | $2,432 | $3,619-32.8% | $3,025-19.6% | $4,663-47.8% |
| Participant deferral / active EE | $3,963 | $5,736-30.9% | $5,056-21.6% | $6,689-40.8% |
| Admin fee / account holder | $1,756 | $13,353-86.8% | $9,460-81.4% | $13,390-86.9% |