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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 | $36,432 | $110,379-67.0% | $102,412-64.4% | $145,884-75.0% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 13.12% | 24.84%-11.7pp | 24.94%-11.8pp | 551.85%-538.7pp |
| Employer contribution / active EE | $3,442 | $4,216-18.4% | $3,870-11.1% | $4,662-26.2% |
| Participant deferral / active EE | $6,214 | $5,622+10.5% | $5,060+22.8% | $6,690-7.1% |
| Admin fee / account holder | $2,734 | $9,745-71.9% | $8,388-67.4% | $13,392-79.6% |