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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 | $38,088 | $99,875-61.9% | $146,866-74.1% | $86,983-56.2% |
| Participation rate | 70.9% | 75.8%-4.9pp | 82.5%-11.6pp | 69.5%+1.4pp |
| Annual return | 19.71% | 28.10%-8.4pp | 102.85%-83.1pp | 25.83%-6.1pp |
| Employer contribution / active EE | $913 | $3,224-71.7% | $4,425-79.4% | $2,584-64.7% |
| Participant deferral / active EE | $2,739 | $6,322-56.7% | $7,759-64.7% | $4,194-34.7% |
| Admin fee / account holder | $561 | $7,838-92.8% | $13,620-95.9% | $7,856-92.9% |