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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 | $24,197 | $83,337-71.0% | $67,834-64.3% | $273,972-91.2% |
| Participation rate | 80.0% | 76.4%+3.6pp | 68.8%+11.2pp | 83.0%-3.0pp |
| Annual return | 8.93% | 259.45%-250.5pp | 138.47%-129.5pp | 41.46%-32.5pp |
| Employer contribution / active EE | $2,424 | $3,287-26.3% | $2,403+0.8% | $4,869-50.2% |
| Participant deferral / active EE | $3,559 | $4,088-12.9% | $3,160+12.6% | $5,287-32.7% |
| Admin fee / account holder | $1,566 | $6,752-76.8% | $4,622-66.1% | $10,133-84.5% |