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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 | $18,997 | $110,337-82.8% | $102,383-81.4% | $145,877-87.0% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 15.24% | 24.83%-9.6pp | 24.94%-9.7pp | 551.28%-536.0pp |
| Employer contribution / active EE | $1,955 | $4,216-53.6% | $3,870-49.5% | $4,663-58.1% |
| Participant deferral / active EE | $3,970 | $5,621-29.4% | $5,060-21.5% | $6,691-40.7% |
| Admin fee / account holder | $4,887 | $9,750-49.9% | $8,391-41.8% | $13,402-63.5% |