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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 | $111,814-74.7% | $103,374-72.6% | $145,959-80.6% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 68.75% | 24.77%+44.0pp | 24.89%+43.9pp | 561.95%-493.2pp |
| Employer contribution / active EE | $2,162 | $4,214-48.7% | $3,869-44.1% | $4,661-53.6% |
| Participant deferral / active EE | $5,494 | $5,618-2.2% | $5,058+8.6% | $6,689-17.9% |
| Admin fee / account holder | $304 | $9,754-96.9% | $8,394-96.4% | $13,398-97.7% |