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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 | $25,614 | $102,422-75.0% | $147,117-82.6% | $80,959-68.4% |
| Participation rate | 71.0% | 75.9%-4.9pp | 82.2%-11.2pp | 67.7%+3.3pp |
| Annual return | 13.93% | 135.16%-121.2pp | 420.54%-406.6pp | 35.67%-21.7pp |
| Employer contribution / active EE | $1,511 | $3,717-59.4% | $4,932-69.4% | $2,757-45.2% |
| Participant deferral / active EE | $2,971 | $6,652-55.3% | $8,065-63.2% | $4,300-30.9% |
| Admin fee / account holder | $775 | $7,953-90.3% | $12,993-94.0% | $6,925-88.8% |