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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 | $38,203 | $80,992-52.8% | $96,534-60.4% | $75,173-49.2% |
| Participation rate | 71.2% | 71.8%-0.6pp | 76.0%-4.8pp | 67.2%+4.0pp |
| Annual return | 18.55% | 27.05%-8.5pp | 25.88%-7.3pp | 160.72%-142.2pp |
| Employer contribution / active EE | $1,263 | $2,283-44.7% | $2,965-57.4% | $2,671-52.7% |
| Participant deferral / active EE | $2,545 | $3,929-35.2% | $4,851-47.5% | $4,126-38.3% |
| Admin fee / account holder | $1,010 | $6,717-85.0% | $8,253-87.8% | $5,651-82.1% |