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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 | $25,414 | $124,330-79.6% | $109,173-76.7% | $167,536-84.8% |
| Participation rate | 77.8% | 79.5%-1.7pp | 75.9%+1.9pp | 82.1%-4.3pp |
| Annual return | 15.02% | 26.04%-11.0pp | 25.75%-10.7pp | 478.82%-463.8pp |
| Employer contribution / active EE | $1,630 | $4,209-61.3% | $3,723-56.2% | $4,839-66.3% |
| Participant deferral / active EE | $3,559 | $5,256-32.3% | $4,654-23.5% | $6,342-43.9% |
| Admin fee / account holder | $637 | $7,974-92.0% | $6,755-90.6% | $12,315-94.8% |