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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 | $44,093 | $93,598-52.9% | $135,974-67.6% | $75,173-41.3% |
| Participation rate | 77.3% | 75.2%+2.1pp | 81.9%-4.6pp | 67.2%+10.1pp |
| Annual return | 17.24% | 30.89%-13.6pp | 68.30%-51.1pp | 160.72%-143.5pp |
| Employer contribution / active EE | $1,108 | $3,538-68.7% | $4,859-77.2% | $2,671-58.5% |
| Participant deferral / active EE | $3,424 | $6,405-46.5% | $7,760-55.9% | $4,126-17.0% |
| Admin fee / account holder | $3,526 | $6,978-49.5% | $10,767-67.2% | $5,651-37.6% |