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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 | $41,403 | $80,985-48.9% | $96,576-57.1% | $75,181-44.9% |
| Participation rate | 70.4% | 71.8%-1.4pp | 76.0%-5.6pp | 67.2%+3.2pp |
| Annual return | 20.77% | 27.05%-6.3pp | 25.87%-5.1pp | 160.69%-139.9pp |
| Employer contribution / active EE | $2,263 | $2,282-0.8% | $2,965-23.7% | $2,671-15.3% |
| Participant deferral / active EE | $3,254 | $3,929-17.2% | $4,851-32.9% | $4,126-21.1% |
| Admin fee / account holder | $576 | $6,719-91.4% | $8,253-93.0% | $5,650-89.8% |