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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 | $50,816 | $112,729-54.9% | $98,716-48.5% | $137,256-63.0% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.3%+5.7pp | 80.0%-5.0pp |
| Annual return | 11.67% | 38.48%-26.8pp | 31.81%-20.1pp | 220.34%-208.7pp |
| Employer contribution / active EE | $707 | $2,725-74.0% | $2,279-69.0% | $4,156-83.0% |
| Participant deferral / active EE | $3,012 | $4,640-35.1% | $4,048-25.6% | $6,407-53.0% |
| Admin fee / account holder | $1,900 | $10,129-81.2% | $8,703-78.2% | $12,270-84.5% |