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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 | $21,206 | $79,449-73.3% | $189,597-88.8% | $85,851-75.3% |
| Participation rate | 70.2% | 66.0%+4.2pp | 78.4%-8.2pp | 69.3%+0.9pp |
| Annual return | 14.74% | 18.45%-3.7pp | 64.20%-49.5pp | 318.63%-303.9pp |
| Employer contribution / active EE | $1,248 | $2,081-40.0% | $4,412-71.7% | $2,565-51.3% |
| Participant deferral / active EE | $3,120 | $4,051-23.0% | $6,174-49.5% | $3,952-21.1% |
| Admin fee / account holder | $431 | $5,377-92.0% | $9,807-95.6% | $6,261-93.1% |