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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 | $26,926 | $107,368-74.9% | $92,915-71.0% | $152,909-82.4% |
| Participation rate | 78.6% | 79.8%-1.2pp | 76.0%+2.6pp | 82.5%-3.9pp |
| Annual return | 22.86% | 145.64%-122.8pp | 109.45%-86.6pp | 345.46%-322.6pp |
| Employer contribution / active EE | $1,670 | $4,222-60.5% | $3,653-54.3% | $4,764-65.0% |
| Participant deferral / active EE | $3,075 | $4,848-36.6% | $4,238-27.4% | $5,851-47.4% |
| Admin fee / account holder | $1,818 | $7,082-74.3% | $5,796-68.6% | $11,601-84.3% |