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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 | $29,269 | $108,882-73.1% | $96,754-69.7% | $154,746-81.1% |
| Participation rate | 77.8% | 75.1%+2.7pp | 70.3%+7.5pp | 80.7%-2.9pp |
| Annual return | 20.29% | 98.39%-78.1pp | 82.04%-61.7pp | 172.34%-152.0pp |
| Employer contribution / active EE | $1,302 | $3,018-56.8% | $2,679-51.4% | $4,379-70.3% |
| Participant deferral / active EE | $5,601 | $5,323+5.2% | $4,758+17.7% | $6,730-16.8% |
| Admin fee / account holder | $2,918 | $10,200-71.4% | $8,905-67.2% | $14,365-79.7% |