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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 | $31,305 | $83,485-62.5% | $125,192-75.0% | $72,975-57.1% |
| Participation rate | 76.7% | 73.3%+3.4pp | 79.8%-3.1pp | 69.5%+7.2pp |
| Annual return | 20.33% | 25.77%-5.4pp | 43.79%-23.5pp | 81.01%-60.7pp |
| Employer contribution / active EE | $1,050 | $2,346-55.2% | $3,866-72.8% | $2,440-57.0% |
| Participant deferral / active EE | $1,677 | $3,586-53.2% | $4,937-66.0% | $3,608-53.5% |
| Admin fee / account holder | $2,559 | $5,518-53.6% | $9,704-73.6% | $5,124-50.1% |