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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 | $32,717 | $127,790-74.4% | $106,555-69.3% | $167,536-80.5% |
| Participation rate | 77.8% | 78.3%-0.5pp | 76.1%+1.6pp | 82.1%-4.3pp |
| Annual return | 12.12% | 33.88%-21.8pp | 26.80%-14.7pp | 478.82%-466.7pp |
| Employer contribution / active EE | $2,454 | $3,428-28.4% | $2,819-13.0% | $4,839-49.3% |
| Participant deferral / active EE | $4,202 | $5,088-17.4% | $4,399-4.5% | $6,342-33.7% |
| Admin fee / account holder | $11,596 | $11,229+3.3% | $7,408+56.5% | $12,315-5.8% |