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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 | $39,791 | $99,994-60.2% | $146,647-72.9% | $85,851-53.7% |
| Participation rate | 70.2% | 73.1%-2.9pp | 80.1%-9.9pp | 69.3%+0.9pp |
| Annual return | 13.16% | 18.93%-5.8pp | 22.75%-9.6pp | 318.63%-305.5pp |
| Employer contribution / active EE | $2,112 | $2,559-17.5% | $4,137-49.0% | $2,565-17.7% |
| Participant deferral / active EE | $3,790 | $4,006-5.4% | $5,506-31.2% | $3,952-4.1% |
| Admin fee / account holder | $428 | $7,703-94.4% | $10,281-95.8% | $6,261-93.2% |