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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 | $123,155-76.8% | $108,753-73.7% | $155,188-81.6% |
| Participation rate | 71.4% | 75.6%-4.2pp | 71.1%+0.3pp | 80.8%-9.4pp |
| Annual return | 18.79% | 44.73%-25.9pp | 37.47%-18.7pp | 148.84%-130.1pp |
| Employer contribution / active EE | $1,412 | $2,811-49.8% | $2,427-41.8% | $4,248-66.8% |
| Participant deferral / active EE | $1,500 | $4,623-67.5% | $4,115-63.5% | $6,531-77.0% |
| Admin fee / account holder | $750 | $12,126-93.8% | $10,320-92.7% | $14,480-94.8% |