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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 | $31,755 | $115,911-72.6% | $100,530-68.4% | $158,950-80.0% |
| Participation rate | 77.8% | 81.6%-3.8pp | 79.4%-1.6pp | 82.0%-4.2pp |
| Annual return | 16.97% | 34.80%-17.8pp | 30.89%-13.9pp | 302.91%-285.9pp |
| Employer contribution / active EE | $3,034 | $4,104-26.1% | $3,418-11.2% | $4,762-36.3% |
| Participant deferral / active EE | $2,040 | $6,676-69.4% | $6,271-67.5% | $5,983-65.9% |
| Admin fee / account holder | $3,929 | $10,999-64.3% | $8,083-51.4% | $11,248-65.1% |