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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 | $117,846-71.2% | $102,434-66.9% | $145,884-76.8% |
| Participation rate | 76.2% | 78.6%-2.4pp | 76.5%-0.3pp | 80.3%-4.1pp |
| Annual return | 19.34% | 31.90%-12.6pp | 29.46%-10.1pp | 551.85%-532.5pp |
| Employer contribution / active EE | $2,432 | $3,615-32.7% | $3,023-19.5% | $4,662-47.8% |
| Participant deferral / active EE | $3,963 | $5,733-30.9% | $5,055-21.6% | $6,690-40.8% |
| Admin fee / account holder | $1,756 | $13,356-86.9% | $9,462-81.4% | $13,392-86.9% |