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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 | $30,125 | $124,980-75.9% | $108,359-72.2% | $154,746-80.5% |
| Participation rate | 75.0% | 75.2%-0.2pp | 70.1%+4.9pp | 80.7%-5.7pp |
| Annual return | 16.57% | 45.00%-28.4pp | 36.89%-20.3pp | 172.34%-155.8pp |
| Employer contribution / active EE | $1,488 | $2,851-47.8% | $2,399-38.0% | $4,379-66.0% |
| Participant deferral / active EE | $7,066 | $4,743+49.0% | $4,137+70.8% | $6,730+5.0% |
| Admin fee / account holder | $2,525 | $11,502-78.0% | $9,741-74.1% | $14,365-82.4% |