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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 | $36,280 | $93,617-61.2% | $135,982-73.3% | $75,177-51.7% |
| Participation rate | 73.7% | 75.2%-1.5pp | 81.9%-8.2pp | 67.2%+6.5pp |
| Annual return | 17.57% | 30.89%-13.3pp | 68.32%-50.8pp | 160.75%-143.2pp |
| Employer contribution / active EE | $2,116 | $3,538-40.2% | $4,859-56.5% | $2,671-20.8% |
| Participant deferral / active EE | $2,824 | $6,406-55.9% | $7,760-63.6% | $4,126-31.6% |
| Admin fee / account holder | $411 | $6,980-94.1% | $10,767-96.2% | $5,651-92.7% |