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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 | $30,241 | $117,895-74.3% | $102,460-70.5% | $145,897-79.3% |
| Participation rate | 77.3% | 78.6%-1.4pp | 76.5%+0.8pp | 80.3%-3.0pp |
| Annual return | 19.63% | 31.92%-12.3pp | 29.47%-9.8pp | 552.29%-532.7pp |
| Employer contribution / active EE | $6,306 | $3,619+74.3% | $3,025+108.5% | $4,663+35.2% |
| Participant deferral / active EE | $2,581 | $5,736-55.0% | $5,056-48.9% | $6,689-61.4% |
| Admin fee / account holder | $1,444 | $13,353-89.2% | $9,460-84.7% | $13,390-89.2% |