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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 | $30,728 | $101,063-69.6% | $81,473-62.3% | $147,586-79.2% |
| Participation rate | 71.4% | 74.5%-3.0pp | 68.0%+3.5pp | 82.8%-11.4pp |
| Annual return | 24.42% | 32.41%-8.0pp | 38.78%-14.4pp | 578.59%-554.2pp |
| Employer contribution / active EE | $1,098 | $3,206-65.8% | $2,568-57.3% | $4,876-77.5% |
| Participant deferral / active EE | $5,407 | $4,242+27.4% | $3,537+52.9% | $5,439-0.6% |
| Admin fee / account holder | $2,833 | $5,812-51.3% | $4,561-37.9% | $10,886-74.0% |