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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 | $123,155-54.1% | $108,753-48.0% | $155,188-63.6% |
| Participation rate | 77.3% | 75.6%+1.6pp | 71.1%+6.2pp | 80.8%-3.5pp |
| Annual return | 16.84% | 44.73%-27.9pp | 37.47%-20.6pp | 148.84%-132.0pp |
| Employer contribution / active EE | $1,404 | $2,811-50.0% | $2,427-42.1% | $4,248-66.9% |
| Participant deferral / active EE | $1,199 | $4,623-74.1% | $4,115-70.9% | $6,531-81.6% |
| Admin fee / account holder | $612 | $12,126-95.0% | $10,320-94.1% | $14,480-95.8% |