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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 | $28,081 | $109,411-74.3% | $89,435-68.6% | $158,982-82.3% |
| Participation rate | 70.6% | 74.3%-3.7pp | 68.0%+2.6pp | 82.0%-11.4pp |
| Annual return | 14.36% | 345.68%-331.3pp | 245.55%-231.2pp | 302.99%-288.6pp |
| Employer contribution / active EE | $2,715 | $3,173-14.4% | $2,587+4.9% | $4,763-43.0% |
| Participant deferral / active EE | $1,235 | $4,600-73.2% | $3,890-68.3% | $5,983-79.4% |
| Admin fee / account holder | $555 | $6,159-91.0% | $4,884-88.6% | $11,252-95.1% |