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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 | $117,895-79.0% | $102,460-75.8% | $145,897-83.0% |
| Participation rate | 77.8% | 78.6%-0.9pp | 76.5%+1.3pp | 80.3%-2.5pp |
| Annual return | 14.69% | 31.92%-17.2pp | 29.47%-14.8pp | 552.29%-537.6pp |
| Employer contribution / active EE | $1,856 | $3,619-48.7% | $3,025-38.7% | $4,663-60.2% |
| Participant deferral / active EE | $2,544 | $5,736-55.6% | $5,056-49.7% | $6,689-62.0% |
| Admin fee / account holder | $1,757 | $13,353-86.8% | $9,460-81.4% | $13,390-86.9% |