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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 | $28,762 | $136,860-79.0% | $120,344-76.1% | $154,746-81.4% |
| Participation rate | 71.4% | 79.9%-8.5pp | 76.7%-5.3pp | 80.7%-9.3pp |
| Annual return | 9.93% | 21.38%-11.4pp | 20.30%-10.4pp | 172.34%-162.4pp |
| Employer contribution / active EE | $1,432 | $3,533-59.5% | $3,020-52.6% | $4,379-67.3% |
| Participant deferral / active EE | $2,861 | $5,793-50.6% | $5,135-44.3% | $6,730-57.5% |
| Admin fee / account holder | $2,083 | $15,393-86.5% | $12,742-83.7% | $14,365-85.5% |