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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 | $32,543 | $106,918-69.6% | $84,021-61.3% | $152,897-78.7% |
| Participation rate | 70.0% | 75.2%-5.2pp | 69.0%+1.0pp | 82.5%-12.5pp |
| Annual return | 23.55% | 105.01%-81.5pp | 71.32%-47.8pp | 345.43%-321.9pp |
| Employer contribution / active EE | $1,603 | $2,735-41.4% | $1,984-19.2% | $4,764-66.4% |
| Participant deferral / active EE | $4,827 | $4,012+20.3% | $3,239+49.0% | $5,851-17.5% |
| Admin fee / account holder | $2,068 | $8,288-75.0% | $6,102-66.1% | $11,599-82.2% |