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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 | $45,295 | $115,917-60.9% | $100,535-54.9% | $158,982-71.5% |
| Participation rate | 81.8% | 81.6%+0.2pp | 79.4%+2.4pp | 82.0%-0.1pp |
| Annual return | 10.28% | 34.80%-24.5pp | 30.90%-20.6pp | 302.99%-292.7pp |
| Employer contribution / active EE | $1,641 | $4,105-60.0% | $3,419-52.0% | $4,763-65.5% |
| Participant deferral / active EE | $2,380 | $6,677-64.4% | $6,271-62.0% | $5,983-60.2% |
| Admin fee / account holder | $6,659 | $11,002-39.5% | $8,085-17.6% | $11,252-40.8% |