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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 | $25,737 | $107,368-76.0% | $92,915-72.3% | $152,909-83.2% |
| Participation rate | 76.2% | 79.8%-3.6pp | 76.0%+0.2pp | 82.5%-6.3pp |
| Annual return | 26.22% | 145.64%-119.4pp | 109.45%-83.2pp | 345.46%-319.2pp |
| Employer contribution / active EE | $1,457 | $4,222-65.5% | $3,653-60.1% | $4,764-69.4% |
| Participant deferral / active EE | $4,209 | $4,848-13.2% | $4,238-0.7% | $5,851-28.1% |
| Admin fee / account holder | $3,030 | $7,082-57.2% | $5,796-47.7% | $11,601-73.9% |