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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 | $56,546 | $112,729-49.8% | $98,716-42.7% | $137,256-58.8% |
| Participation rate | 77.3% | 74.2%+3.0pp | 69.3%+8.0pp | 80.0%-2.7pp |
| Annual return | 16.84% | 38.48%-21.6pp | 31.81%-15.0pp | 220.34%-203.5pp |
| Employer contribution / active EE | $1,404 | $2,725-48.5% | $2,279-38.4% | $4,156-66.2% |
| Participant deferral / active EE | $1,199 | $4,640-74.2% | $4,048-70.4% | $6,407-81.3% |
| Admin fee / account holder | $612 | $10,129-94.0% | $8,703-93.0% | $12,270-95.0% |