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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 | $31,806 | $99,053-67.9% | $88,179-63.9% | $138,895-77.1% |
| Participation rate | 81.8% | 74.2%+7.6pp | 69.1%+12.7pp | 79.9%+1.9pp |
| Annual return | 18.91% | 78.17%-59.3pp | 64.97%-46.1pp | 145.39%-126.5pp |
| Employer contribution / active EE | $1,463 | $2,882-49.3% | $2,549-42.6% | $4,194-65.1% |
| Participant deferral / active EE | $2,611 | $5,225-50.0% | $4,614-43.4% | $6,396-59.2% |
| Admin fee / account holder | $349 | $8,748-96.0% | $7,673-95.5% | $12,562-97.2% |