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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 | $42,762 | $106,923-60.0% | $84,023-49.1% | $152,909-72.0% |
| Participation rate | 76.2% | 75.3%+0.9pp | 69.0%+7.2pp | 82.5%-6.3pp |
| Annual return | 16.90% | 105.02%-88.1pp | 71.32%-54.4pp | 345.46%-328.6pp |
| Employer contribution / active EE | $1,408 | $2,735-48.5% | $1,984-29.0% | $4,764-70.4% |
| Participant deferral / active EE | $2,031 | $4,013-49.4% | $3,239-37.3% | $5,851-65.3% |
| Admin fee / account holder | $3,360 | $8,289-59.5% | $6,102-44.9% | $11,601-71.0% |