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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 | $28,144 | $114,013-75.3% | $103,693-72.9% | $155,188-81.9% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 80.8%-0.8pp |
| Annual return | 16.27% | 49.31%-33.0pp | 47.61%-31.3pp | 148.84%-132.6pp |
| Employer contribution / active EE | $1,261 | $3,131-59.7% | $2,920-56.8% | $4,248-70.3% |
| Participant deferral / active EE | $1,917 | $4,970-61.4% | $4,579-58.1% | $6,531-70.7% |
| Admin fee / account holder | $4,310 | $8,407-48.7% | $7,858-45.2% | $14,480-70.2% |