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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 | $30,774 | $73,978-58.4% | $96,515-68.1% | $75,173-59.1% |
| Participation rate | 81.8% | 66.4%+15.4pp | 74.3%+7.5pp | 67.2%+14.6pp |
| Annual return | 17.55% | 26.72%-9.2pp | 35.73%-18.2pp | 160.72%-143.2pp |
| Employer contribution / active EE | $1,667 | $2,931-43.1% | $3,740-55.4% | $2,671-37.6% |
| Participant deferral / active EE | $5,128 | $3,660+40.1% | $4,880+5.1% | $4,126+24.3% |
| Admin fee / account holder | $1,884 | $5,219-63.9% | $6,735-72.0% | $5,651-66.7% |