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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 | $30,396 | $101,618-70.1% | $93,063-67.3% | $137,256-77.9% |
| Participation rate | 77.8% | 74.9%+2.8pp | 72.1%+5.7pp | 80.0%-2.2pp |
| Annual return | 16.60% | 223.95%-207.3pp | 34.15%-17.6pp | 220.34%-203.7pp |
| Employer contribution / active EE | $2,049 | $2,707-24.3% | $2,476-17.3% | $4,156-50.7% |
| Participant deferral / active EE | $3,425 | $4,279-20.0% | $3,958-13.5% | $6,407-46.5% |
| Admin fee / account holder | $474 | $6,198-92.4% | $6,033-92.2% | $12,270-96.1% |