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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 | $20,789 | $115,225-82.0% | $100,712-79.4% | $138,895-85.0% |
| Participation rate | 70.6% | 74.3%-3.7pp | 69.3%+1.3pp | 79.9%-9.3pp |
| Annual return | 14.89% | 40.35%-25.5pp | 33.27%-18.4pp | 145.39%-130.5pp |
| Employer contribution / active EE | $1,760 | $2,771-36.5% | $2,313-23.9% | $4,194-58.0% |
| Participant deferral / active EE | $3,083 | $4,699-34.4% | $4,085-24.5% | $6,396-51.8% |
| Admin fee / account holder | $895 | $10,844-91.8% | $9,256-90.3% | $12,562-92.9% |