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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 | $25,131 | $101,063-75.1% | $81,473-69.2% | $147,586-83.0% |
| Participation rate | 71.4% | 74.5%-3.0pp | 68.0%+3.5pp | 82.8%-11.4pp |
| Annual return | 24.29% | 32.41%-8.1pp | 38.78%-14.5pp | 578.59%-554.3pp |
| Employer contribution / active EE | $1,801 | $3,206-43.8% | $2,568-29.9% | $4,876-63.1% |
| Participant deferral / active EE | $4,534 | $4,242+6.9% | $3,537+28.2% | $5,439-16.6% |
| Admin fee / account holder | $382 | $5,812-93.4% | $4,561-91.6% | $10,886-96.5% |