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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 | $39,588 | $124,425-68.2% | $112,040-64.7% | $137,256-71.2% |
| Participation rate | 84.2% | 79.3%+4.9pp | 76.5%+7.7pp | 80.0%+4.3pp |
| Annual return | 16.47% | 24.72%-8.3pp | 24.52%-8.1pp | 220.34%-203.9pp |
| Employer contribution / active EE | $1,414 | $3,411-58.6% | $2,954-52.1% | $4,156-66.0% |
| Participant deferral / active EE | $4,134 | $5,718-27.7% | $5,098-18.9% | $6,407-35.5% |
| Admin fee / account holder | $2,716 | $15,207-82.1% | $12,098-77.6% | $12,270-77.9% |