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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 | $110,337-74.3% | $102,383-72.3% | $145,877-80.6% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 68.75% | 24.83%+43.9pp | 24.94%+43.8pp | 551.28%-482.5pp |
| Employer contribution / active EE | $2,162 | $4,216-48.7% | $3,870-44.1% | $4,663-53.6% |
| Participant deferral / active EE | $5,494 | $5,621-2.3% | $5,060+8.6% | $6,691-17.9% |
| Admin fee / account holder | $304 | $9,750-96.9% | $8,391-96.4% | $13,402-97.7% |