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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 | $36,681 | $100,901-63.6% | $75,501-51.4% | $147,586-75.1% |
| Participation rate | 77.8% | 77.1%+0.6pp | 72.4%+5.4pp | 82.8%-5.1pp |
| Annual return | 17.92% | 35.78%-17.9pp | 27.35%-9.4pp | 578.59%-560.7pp |
| Employer contribution / active EE | $561 | $3,253-82.8% | $2,352-76.2% | $4,876-88.5% |
| Participant deferral / active EE | $1,438 | $4,027-64.3% | $3,142-54.2% | $5,439-73.6% |
| Admin fee / account holder | $2,838 | $11,285-74.9% | $5,801-51.1% | $10,886-73.9% |