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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 | $24,062 | $89,370-73.1% | $141,197-83.0% | $72,976-67.0% |
| Participation rate | 74.7% | 75.1%-0.4pp | 82.5%-7.7pp | 69.5%+5.2pp |
| Annual return | 90.35% | 111.88%-21.5pp | 71.41%+18.9pp | 81.02%+9.3pp |
| Employer contribution / active EE | $1,428 | $3,115-54.2% | $4,736-69.8% | $2,440-41.5% |
| Participant deferral / active EE | $3,200 | $5,419-41.0% | $6,710-52.3% | $3,608-11.3% |
| Admin fee / account holder | $562 | $5,957-90.6% | $10,265-94.5% | $5,124-89.0% |