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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 | $33,453 | $100,073-66.6% | $85,126-60.7% | $145,877-77.1% |
| Participation rate | 70.0% | 74.1%-4.1pp | 67.5%+2.5pp | 80.3%-10.3pp |
| Annual return | 15.36% | 84.11%-68.7pp | 66.63%-51.3pp | 551.28%-535.9pp |
| Employer contribution / active EE | $2,477 | $3,236-23.5% | $2,731-9.3% | $4,663-46.9% |
| Participant deferral / active EE | $4,764 | $5,294-10.0% | $4,523+5.3% | $6,691-28.8% |
| Admin fee / account holder | $2,971 | $7,261-59.1% | $6,160-51.8% | $13,402-77.8% |