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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 | $29,461 | $93,598-68.5% | $135,974-78.3% | $75,173-60.8% |
| Participation rate | 74.3% | 75.2%-0.9pp | 81.9%-7.6pp | 67.2%+7.1pp |
| Annual return | 16.39% | 30.89%-14.5pp | 68.30%-51.9pp | 160.72%-144.3pp |
| Employer contribution / active EE | $1,456 | $3,538-58.8% | $4,859-70.0% | $2,671-45.5% |
| Participant deferral / active EE | $3,672 | $6,405-42.7% | $7,760-52.7% | $4,126-11.0% |
| Admin fee / account holder | $2,569 | $6,978-63.2% | $10,767-76.1% | $5,651-54.5% |