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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 | $29,728 | $80,983-63.3% | $96,544-69.2% | $75,177-60.5% |
| Participation rate | 73.1% | 71.8%+1.3pp | 76.0%-2.9pp | 67.2%+5.9pp |
| Annual return | 14.90% | 27.05%-12.2pp | 25.88%-11.0pp | 160.75%-145.9pp |
| Employer contribution / active EE | $1,117 | $2,282-51.1% | $2,966-62.4% | $2,671-58.2% |
| Participant deferral / active EE | $3,042 | $3,929-22.6% | $4,851-37.3% | $4,126-26.3% |
| Admin fee / account holder | $5,212 | $6,717-22.4% | $8,254-36.9% | $5,651-7.8% |