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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 | $39,312 | $139,948-71.9% | $121,663-67.7% | $154,746-74.6% |
| Participation rate | 78.3% | 78.0%+0.3pp | 74.5%+3.8pp | 80.7%-2.4pp |
| Annual return | 16.52% | 230.52%-214.0pp | 147.54%-131.0pp | 172.34%-155.8pp |
| Employer contribution / active EE | $1,292 | $3,521-63.3% | $3,020-57.2% | $4,379-70.5% |
| Participant deferral / active EE | $2,045 | $5,629-63.7% | $4,887-58.2% | $6,730-69.6% |
| Admin fee / account holder | $318 | $17,321-98.2% | $14,289-97.8% | $14,365-97.8% |