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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 | $17,351 | $107,368-83.8% | $92,915-81.3% | $152,909-88.7% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.5%-7.5pp |
| Annual return | 15.81% | 145.64%-129.8pp | 109.45%-93.6pp | 345.46%-329.7pp |
| Employer contribution / active EE | $1,755 | $4,222-58.4% | $3,653-52.0% | $4,764-63.2% |
| Participant deferral / active EE | $4,436 | $4,848-8.5% | $4,238+4.7% | $5,851-24.2% |
| Admin fee / account holder | $660 | $7,082-90.7% | $5,796-88.6% | $11,601-94.3% |