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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 | $24,722 | $83,337-70.3% | $67,834-63.6% | $273,972-91.0% |
| Participation rate | 73.7% | 76.4%-2.8pp | 68.8%+4.9pp | 83.0%-9.3pp |
| Annual return | 17.13% | 259.45%-242.3pp | 138.47%-121.3pp | 41.46%-24.3pp |
| Employer contribution / active EE | $1,533 | $3,287-53.4% | $2,403-36.2% | $4,869-68.5% |
| Participant deferral / active EE | $1,794 | $4,088-56.1% | $3,160-43.2% | $5,287-66.1% |
| Admin fee / account holder | $2,820 | $6,752-58.2% | $4,622-39.0% | $10,133-72.2% |