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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 | $26,698 | $97,125-72.5% | $86,233-69.0% | $137,256-80.5% |
| Participation rate | 72.7% | 74.2%-1.5pp | 69.0%+3.7pp | 80.0%-7.2pp |
| Annual return | 11.53% | 74.19%-62.7pp | 61.39%-49.9pp | 220.34%-208.8pp |
| Employer contribution / active EE | $2,031 | $2,841-28.5% | $2,504-18.9% | $4,156-51.1% |
| Participant deferral / active EE | $2,434 | $5,180-53.0% | $4,559-46.6% | $6,407-62.0% |
| Admin fee / account holder | $1,091 | $9,725-88.8% | $8,342-86.9% | $12,270-91.1% |