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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 | $44,025 | $104,251-57.8% | $91,004-51.6% | $147,586-70.2% |
| Participation rate | 78.6% | 78.2%+0.3pp | 75.6%+3.0pp | 82.8%-4.3pp |
| Annual return | 14.24% | 27.06%-12.8pp | 4.60%+9.6pp | 578.59%-564.4pp |
| Employer contribution / active EE | $1,139 | $3,116-63.4% | $2,456-53.6% | $4,876-76.6% |
| Participant deferral / active EE | $2,144 | $4,195-48.9% | $3,548-39.6% | $5,439-60.6% |
| Admin fee / account holder | $2,337 | $8,948-73.9% | $5,417-56.9% | $10,886-78.5% |