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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 | $35,032 | $77,920-55.0% | $149,723-76.6% | $75,177-53.4% |
| Participation rate | 72.6% | 65.6%+7.0pp | 78.8%-6.2pp | 67.2%+5.4pp |
| Annual return | 16.36% | 31.72%-15.4pp | 134.50%-118.1pp | 160.75%-144.4pp |
| Employer contribution / active EE | $1,023 | $3,138-67.4% | $4,821-78.8% | $2,671-61.7% |
| Participant deferral / active EE | $1,924 | $3,411-43.6% | $5,682-66.1% | $4,126-53.4% |
| Admin fee / account holder | $2,254 | $5,951-62.1% | $13,215-82.9% | $5,651-60.1% |