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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 | $45,904 | $93,598-51.0% | $135,974-66.2% | $75,173-38.9% |
| Participation rate | 73.3% | 75.2%-1.9pp | 81.9%-8.6pp | 67.2%+6.1pp |
| Annual return | 25.16% | 30.89%-5.7pp | 68.30%-43.1pp | 160.72%-135.6pp |
| Employer contribution / active EE | $1,718 | $3,538-51.4% | $4,859-64.6% | $2,671-35.7% |
| Participant deferral / active EE | $4,741 | $6,405-26.0% | $7,760-38.9% | $4,126+14.9% |
| Admin fee / account holder | $566 | $6,978-91.9% | $10,767-94.7% | $5,651-90.0% |