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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 | $29,140 | $167,030-82.6% | $135,768-78.5% | $155,188-81.2% |
| Participation rate | 73.3% | 76.2%-2.8pp | 71.1%+2.3pp | 80.8%-7.5pp |
| Annual return | 21.20% | 678.39%-657.2pp | 526.10%-504.9pp | 148.84%-127.6pp |
| Employer contribution / active EE | $1,433 | $4,132-65.3% | $3,394-57.8% | $4,248-66.3% |
| Participant deferral / active EE | $3,771 | $4,528-16.7% | $3,977-5.2% | $6,531-42.3% |
| Admin fee / account holder | $666 | $8,172-91.9% | $7,048-90.6% | $14,480-95.4% |