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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 | $19,172 | $114,013-83.2% | $103,693-81.5% | $155,188-87.6% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 80.8%-5.8pp |
| Annual return | 20.32% | 49.31%-29.0pp | 47.61%-27.3pp | 148.84%-128.5pp |
| Employer contribution / active EE | $1,575 | $3,131-49.7% | $2,920-46.1% | $4,248-62.9% |
| Participant deferral / active EE | $1,831 | $4,970-63.2% | $4,579-60.0% | $6,531-72.0% |
| Admin fee / account holder | $1,118 | $8,407-86.7% | $7,858-85.8% | $14,480-92.3% |