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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 | $38,500 | $73,978-48.0% | $96,515-60.1% | $75,173-48.8% |
| Participation rate | 78.8% | 66.4%+12.4pp | 74.3%+4.5pp | 67.2%+11.6pp |
| Annual return | 15.24% | 26.72%-11.5pp | 35.73%-20.5pp | 160.72%-145.5pp |
| Employer contribution / active EE | $1,865 | $2,931-36.4% | $3,740-50.1% | $2,671-30.2% |
| Participant deferral / active EE | $1,691 | $3,660-53.8% | $4,880-65.4% | $4,126-59.0% |
| Admin fee / account holder | $4,376 | $5,219-16.2% | $6,735-35.0% | $5,651-22.6% |