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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 | $54,391 | $98,240-44.6% | $82,312-33.9% | $147,586-63.1% |
| Participation rate | 77.8% | 79.7%-1.9pp | 76.9%+0.9pp | 82.8%-5.1pp |
| Annual return | 18.57% | 30.85%-12.3pp | 25.88%-7.3pp | 578.59%-560.0pp |
| Employer contribution / active EE | $1,286 | $3,192-59.7% | $2,428-47.1% | $4,876-73.6% |
| Participant deferral / active EE | $4,583 | $4,383+4.6% | $3,706+23.7% | $5,439-15.7% |
| Admin fee / account holder | $715 | $8,563-91.6% | $5,608-87.2% | $10,886-93.4% |