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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 | $29,760 | $78,707-62.2% | $117,861-74.7% | $70,126-57.6% |
| Participation rate | 73.0% | 73.2%-0.2pp | 79.7%-6.7pp | 69.5%+3.4pp |
| Annual return | 21.97% | 23.30%-1.3pp | 335.11%-313.1pp | 73.15%-51.2pp |
| Employer contribution / active EE | $1,501 | $2,223-32.5% | $3,786-60.4% | $2,343-35.9% |
| Participant deferral / active EE | $3,082 | $3,297-6.5% | $4,482-31.2% | $3,332-7.5% |
| Admin fee / account holder | $796 | $5,066-84.3% | $8,021-90.1% | $4,645-82.9% |