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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 | $43,886 | $87,059-49.6% | $105,608-58.4% | $80,925-45.8% |
| Participation rate | 70.6% | 70.4%+0.1pp | 75.3%-4.7pp | 67.7%+2.9pp |
| Annual return | 12.66% | 17.05%-4.4pp | 116.50%-103.8pp | 35.65%-23.0pp |
| Employer contribution / active EE | $1,611 | $2,396-32.8% | $3,167-49.1% | $2,756-41.6% |
| Participant deferral / active EE | $3,883 | $3,986-2.6% | $5,010-22.5% | $4,299-9.7% |
| Admin fee / account holder | $1,804 | $8,443-78.6% | $11,028-83.6% | $6,940-74.0% |