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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 | $23,389 | $102,638-77.2% | $81,982-71.5% | $158,982-85.3% |
| Participation rate | 72.7% | 75.5%-2.8pp | 69.3%+3.5pp | 82.0%-9.2pp |
| Annual return | 7.61% | 61.05%-53.4pp | 41.31%-33.7pp | 302.99%-295.4pp |
| Employer contribution / active EE | $1,609 | $3,241-50.4% | $2,498-35.6% | $4,763-66.2% |
| Participant deferral / active EE | $3,004 | $4,649-35.4% | $3,722-19.3% | $5,983-49.8% |
| Admin fee / account holder | $5,444 | $8,237-33.9% | $5,665-3.9% | $11,252-51.6% |