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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 | $55,324 | $123,155-55.1% | $108,753-49.1% | $155,188-64.4% |
| Participation rate | 72.2% | 75.6%-3.4pp | 71.1%+1.1pp | 80.8%-8.6pp |
| Annual return | 16.93% | 44.73%-27.8pp | 37.47%-20.5pp | 148.84%-131.9pp |
| Employer contribution / active EE | $1,262 | $2,811-55.1% | $2,427-48.0% | $4,248-70.3% |
| Participant deferral / active EE | $3,685 | $4,623-20.3% | $4,115-10.4% | $6,531-43.6% |
| Admin fee / account holder | $3,618 | $12,126-70.2% | $10,320-64.9% | $14,480-75.0% |