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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 | $30,243 | $107,944-72.0% | $91,994-67.1% | $152,885-80.2% |
| Participation rate | 80.0% | 81.2%-1.2pp | 78.6%+1.4pp | 82.5%-2.5pp |
| Annual return | 22.94% | 89.26%-66.3pp | 69.03%-46.1pp | 345.39%-322.5pp |
| Employer contribution / active EE | $1,758 | $4,210-58.2% | $3,452-49.1% | $4,763-63.1% |
| Participant deferral / active EE | $5,302 | $6,365-16.7% | $5,923-10.5% | $5,851-9.4% |
| Admin fee / account holder | $3,015 | $10,521-71.3% | $7,743-61.1% | $11,598-74.0% |