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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 | $28,611 | $115,225-75.2% | $100,712-71.6% | $138,895-79.4% |
| Participation rate | 71.4% | 74.3%-2.9pp | 69.3%+2.2pp | 79.9%-8.5pp |
| Annual return | 18.79% | 40.35%-21.6pp | 33.27%-14.5pp | 145.39%-126.6pp |
| Employer contribution / active EE | $1,412 | $2,771-49.0% | $2,313-38.9% | $4,194-66.3% |
| Participant deferral / active EE | $1,500 | $4,699-68.1% | $4,085-63.3% | $6,396-76.5% |
| Admin fee / account holder | $750 | $10,844-93.1% | $9,256-91.9% | $12,562-94.0% |