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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 | $38,241 | $93,589-59.1% | $135,942-71.9% | $75,181-49.1% |
| Participation rate | 76.7% | 75.2%+1.5pp | 81.9%-5.2pp | 67.2%+9.5pp |
| Annual return | 15.77% | 30.90%-15.1pp | 68.28%-52.5pp | 160.69%-144.9pp |
| Employer contribution / active EE | $3,019 | $3,537-14.7% | $4,858-37.8% | $2,671+13.1% |
| Participant deferral / active EE | $3,528 | $6,405-44.9% | $7,759-54.5% | $4,126-14.5% |
| Admin fee / account holder | $445 | $6,977-93.6% | $10,764-95.9% | $5,650-92.1% |