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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 | $41,762 | $103,393-59.6% | $87,103-52.1% | $152,909-72.7% |
| Participation rate | 78.6% | 79.4%-0.8pp | 76.9%+1.7pp | 82.5%-3.9pp |
| Annual return | 25.55% | 28.10%-2.5pp | 28.19%-2.6pp | 345.46%-319.9pp |
| Employer contribution / active EE | $2,616 | $3,221-18.8% | $2,521+3.7% | $4,764-45.1% |
| Participant deferral / active EE | $7,094 | $4,778+48.5% | $4,049+75.2% | $5,851+21.2% |
| Admin fee / account holder | $488 | $12,195-96.0% | $7,491-93.5% | $11,601-95.8% |