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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 | $23,246 | $91,037-74.5% | $71,671-67.6% | $147,585-84.2% |
| Participation rate | 78.6% | 76.1%+2.4pp | 68.7%+9.8pp | 82.8%-4.3pp |
| Annual return | 29.05% | 20.48%+8.6pp | 20.65%+8.4pp | 578.58%-549.5pp |
| Employer contribution / active EE | $2,925 | $3,327-12.1% | $2,460+18.9% | $4,876-40.0% |
| Participant deferral / active EE | $5,466 | $4,498+21.5% | $3,438+59.0% | $5,439+0.5% |
| Admin fee / account holder | $2,380 | $8,613-72.4% | $5,558-57.2% | $10,886-78.1% |