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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 | $30,783 | $112,729-72.7% | $98,716-68.8% | $137,256-77.6% |
| Participation rate | 77.8% | 74.2%+3.6pp | 69.3%+8.5pp | 80.0%-2.2pp |
| Annual return | 13.82% | 38.48%-24.7pp | 31.81%-18.0pp | 220.34%-206.5pp |
| Employer contribution / active EE | $1,467 | $2,725-46.2% | $2,279-35.6% | $4,156-64.7% |
| Participant deferral / active EE | $2,995 | $4,640-35.5% | $4,048-26.0% | $6,407-53.3% |
| Admin fee / account holder | $1,849 | $10,129-81.7% | $8,703-78.8% | $12,270-84.9% |