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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 | $102,595-81.3% | $94,057-79.6% | $154,746-87.6% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 80.7%-5.7pp |
| Annual return | 20.32% | 583.42%-563.1pp | 480.62%-460.3pp | 172.34%-152.0pp |
| Employer contribution / active EE | $1,575 | $3,147-50.0% | $2,933-46.3% | $4,379-64.0% |
| Participant deferral / active EE | $1,831 | $5,118-64.2% | $4,709-61.1% | $6,730-72.8% |
| Admin fee / account holder | $1,118 | $7,736-85.5% | $7,244-84.6% | $14,365-92.2% |