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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 | $35,772 | $103,000-65.3% | $90,300-60.4% | $152,885-76.6% |
| Participation rate | 73.7% | 75.9%-2.2pp | 73.3%+0.4pp | 82.5%-8.8pp |
| Annual return | 15.86% | 95.19%-79.3pp | 78.11%-62.3pp | 345.39%-329.5pp |
| Employer contribution / active EE | $1,554 | $3,138-50.5% | $2,854-45.6% | $4,763-67.4% |
| Participant deferral / active EE | $2,843 | $4,281-33.6% | $3,884-26.8% | $5,851-51.4% |
| Admin fee / account holder | $398 | $6,173-93.6% | $5,353-92.6% | $11,598-96.6% |