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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 | $26,400 | $110,551-76.1% | $80,741-67.3% | $167,518-84.2% |
| Participation rate | 70.0% | 64.0%+6.0pp | 54.2%+15.8pp | 82.1%-12.1pp |
| Annual return | 15.00% | 120.57%-105.6pp | 87.30%-72.3pp | 478.71%-463.7pp |
| Employer contribution / active EE | $916 | $1,543-40.7% | $1,160-21.1% | $4,838-81.1% |
| Participant deferral / active EE | $1,889 | $2,870-34.2% | $2,145-12.0% | $6,342-70.2% |
| Admin fee / account holder | $2,255 | $4,547-50.4% | $3,380-33.3% | $12,312-81.7% |