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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 | $49,483 | $80,985-38.9% | $96,576-48.8% | $75,181-34.2% |
| Participation rate | 73.9% | 71.8%+2.1pp | 76.0%-2.1pp | 67.2%+6.7pp |
| Annual return | 14.67% | 27.05%-12.4pp | 25.87%-11.2pp | 160.69%-146.0pp |
| Employer contribution / active EE | $1,192 | $2,282-47.8% | $2,965-59.8% | $2,671-55.4% |
| Participant deferral / active EE | $3,189 | $3,929-18.8% | $4,851-34.3% | $4,126-22.7% |
| Admin fee / account holder | $1,162 | $6,719-82.7% | $8,253-85.9% | $5,650-79.4% |