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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 | $48,255 | $65,367-26.2% | $92,915-48.1% | $72,976-33.9% |
| Participation rate | 70.4% | 68.3%+2.1pp | 76.0%-5.6pp | 69.5%+0.9pp |
| Annual return | 17.43% | 42.11%-24.7pp | 109.45%-92.0pp | 81.02%-63.6pp |
| Employer contribution / active EE | $1,572 | $2,594-39.4% | $3,653-57.0% | $2,440-35.6% |
| Participant deferral / active EE | $2,849 | $3,128-8.9% | $4,238-32.8% | $3,608-21.0% |
| Admin fee / account holder | $1,904 | $4,251-55.2% | $5,796-67.1% | $5,124-62.8% |