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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 | $24,318 | $97,125-75.0% | $86,233-71.8% | $137,256-82.3% |
| Participation rate | 70.0% | 74.2%-4.2pp | 69.0%+1.0pp | 80.0%-10.0pp |
| Annual return | 17.06% | 74.19%-57.1pp | 61.39%-44.3pp | 220.34%-203.3pp |
| Employer contribution / active EE | $3,570 | $2,841+25.7% | $2,504+42.6% | $4,156-14.1% |
| Participant deferral / active EE | $2,528 | $5,180-51.2% | $4,559-44.6% | $6,407-60.5% |
| Admin fee / account holder | $782 | $9,725-92.0% | $8,342-90.6% | $12,270-93.6% |