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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 | $24,777 | $117,829-79.0% | $102,423-75.8% | $145,877-83.0% |
| Participation rate | 77.8% | 78.6%-0.8pp | 76.5%+1.3pp | 80.3%-2.5pp |
| Annual return | 14.69% | 31.83%-17.1pp | 29.42%-14.7pp | 551.28%-536.6pp |
| Employer contribution / active EE | $1,856 | $3,615-48.7% | $3,023-38.6% | $4,663-60.2% |
| Participant deferral / active EE | $2,544 | $5,732-55.6% | $5,054-49.7% | $6,691-62.0% |
| Admin fee / account holder | $1,757 | $13,335-86.8% | $9,455-81.4% | $13,402-86.9% |