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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 | $42,187 | $121,677-65.3% | $104,625-59.7% | $158,966-73.5% |
| Participation rate | 75.0% | 77.5%-2.5pp | 74.1%+0.9pp | 82.0%-7.0pp |
| Annual return | 25.68% | 465.58%-439.9pp | 340.60%-314.9pp | 302.95%-277.3pp |
| Employer contribution / active EE | $1,570 | $3,165-50.4% | $2,681-41.5% | $4,762-67.0% |
| Participant deferral / active EE | $11,775 | $4,175+182.0% | $3,738+215.0% | $5,983+96.8% |
| Admin fee / account holder | $1,453 | $7,777-81.3% | $6,465-77.5% | $11,250-87.1% |