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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 | $29,824 | $96,524-69.1% | $75,900-60.7% | $152,909-80.5% |
| Participation rate | 78.3% | 76.2%+2.1pp | 69.3%+9.0pp | 82.5%-4.2pp |
| Annual return | 18.68% | 33.93%-15.3pp | 30.73%-12.1pp | 345.46%-326.8pp |
| Employer contribution / active EE | $767 | $3,311-76.8% | $2,501-69.3% | $4,764-83.9% |
| Participant deferral / active EE | $1,707 | $4,554-62.5% | $3,604-52.6% | $5,851-70.8% |
| Admin fee / account holder | $2,469 | $8,082-69.4% | $5,421-54.5% | $11,601-78.7% |