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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 | $37,521 | $91,559-59.0% | $133,959-72.0% | $79,858-53.0% |
| Participation rate | 71.2% | 73.3%-2.2pp | 79.8%-8.7pp | 69.6%+1.6pp |
| Annual return | 15.92% | 61.85%-45.9pp | 45.09%-29.2pp | 31.72%-15.8pp |
| Employer contribution / active EE | $1,824 | $2,384-23.5% | $3,919-53.4% | $2,471-26.2% |
| Participant deferral / active EE | $2,403 | $3,734-35.7% | $5,047-52.4% | $3,740-35.8% |
| Admin fee / account holder | $903 | $6,321-85.7% | $8,928-89.9% | $5,306-83.0% |