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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 | $33,013 | $114,013-71.0% | $103,693-68.2% | $155,188-78.7% |
| Participation rate | 76.9% | 75.2%+1.7pp | 72.6%+4.3pp | 80.8%-3.9pp |
| Annual return | 17.11% | 49.31%-32.2pp | 47.61%-30.5pp | 148.84%-131.7pp |
| Employer contribution / active EE | $639 | $3,131-79.6% | $2,920-78.1% | $4,248-85.0% |
| Participant deferral / active EE | $3,904 | $4,970-21.4% | $4,579-14.7% | $6,531-40.2% |
| Admin fee / account holder | $1,036 | $8,407-87.7% | $7,858-86.8% | $14,480-92.8% |