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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 | $28,336 | $110,410-74.3% | $102,437-72.3% | $145,897-80.6% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 68.75% | 24.85%+43.9pp | 24.95%+43.8pp | 552.29%-483.5pp |
| Employer contribution / active EE | $2,162 | $4,217-48.7% | $3,871-44.2% | $4,663-53.6% |
| Participant deferral / active EE | $5,494 | $5,622-2.3% | $5,060+8.6% | $6,689-17.9% |
| Admin fee / account holder | $304 | $9,745-96.9% | $8,388-96.4% | $13,390-97.7% |