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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 | $26,661 | $100,073-73.4% | $85,126-68.7% | $145,877-81.7% |
| Participation rate | 70.6% | 74.1%-3.5pp | 67.5%+3.1pp | 80.3%-9.7pp |
| Annual return | 12.43% | 84.11%-71.7pp | 66.63%-54.2pp | 551.28%-538.9pp |
| Employer contribution / active EE | $1,696 | $3,236-47.6% | $2,731-37.9% | $4,663-63.6% |
| Participant deferral / active EE | $2,508 | $5,294-52.6% | $4,523-44.5% | $6,691-62.5% |
| Admin fee / account holder | $482 | $7,261-93.4% | $6,160-92.2% | $13,402-96.4% |