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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 | $55,047 | $86,298-36.2% | $111,308-50.5% | $85,847-35.9% |
| Participation rate | 71.9% | 73.3%-1.4pp | 77.3%-5.4pp | 69.3%+2.6pp |
| Annual return | 12.96% | 19.99%-7.0pp | 54.67%-41.7pp | 318.61%-305.6pp |
| Employer contribution / active EE | $615 | $2,044-69.9% | $2,732-77.5% | $2,565-76.0% |
| Participant deferral / active EE | $2,583 | $3,641-29.1% | $4,487-42.4% | $3,952-34.7% |
| Admin fee / account holder | $2,477 | $8,189-69.8% | $7,965-68.9% | $6,261-60.4% |