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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 | $38,098 | $98,760-61.4% | $149,715-74.6% | $79,858-52.3% |
| Participation rate | 73.9% | 75.8%-1.9pp | 82.5%-8.6pp | 69.6%+4.3pp |
| Annual return | 19.19% | 27.43%-8.2pp | 276.66%-257.5pp | 31.72%-12.5pp |
| Employer contribution / active EE | $2,685 | $3,217-16.5% | $4,645-42.2% | $2,471+8.7% |
| Participant deferral / active EE | $12,225 | $5,681+115.2% | $6,842+78.7% | $3,740+226.9% |
| Admin fee / account holder | $12,942 | $6,053+113.8% | $9,310+39.0% | $5,306+143.9% |