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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 | $24,745 | $124,425-80.1% | $112,040-77.9% | $137,256-82.0% |
| Participation rate | 76.9% | 79.3%-2.4pp | 76.5%+0.4pp | 80.0%-3.0pp |
| Annual return | 16.77% | 24.72%-7.9pp | 24.52%-7.7pp | 220.34%-203.6pp |
| Employer contribution / active EE | $1,700 | $3,411-50.2% | $2,954-42.4% | $4,156-59.1% |
| Participant deferral / active EE | $3,812 | $5,718-33.3% | $5,098-25.2% | $6,407-40.5% |
| Admin fee / account holder | $3,581 | $15,207-76.4% | $12,098-70.4% | $12,270-70.8% |