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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 | $32,281 | $110,278-70.7% | $95,740-66.3% | $139,466-76.9% |
| Participation rate | 78.6% | 75.7%+2.8pp | 72.3%+6.3pp | 80.3%-1.8pp |
| Annual return | 21.73% | 27.19%-5.5pp | 28.41%-6.7pp | 373.66%-351.9pp |
| Employer contribution / active EE | $1,508 | $3,260-53.7% | $2,836-46.8% | $4,754-68.3% |
| Participant deferral / active EE | $4,072 | $4,674-12.9% | $4,244-4.1% | $6,712-39.3% |
| Admin fee / account holder | $1,459 | $6,613-77.9% | $5,676-74.3% | $11,409-87.2% |