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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 | $27,828 | $124,346-77.6% | $111,306-75.0% | $167,553-83.4% |
| Participation rate | 75.0% | 79.6%-4.6pp | 77.3%-2.3pp | 82.1%-7.1pp |
| Annual return | 13.52% | 37.46%-23.9pp | 54.67%-41.2pp | 478.89%-465.4pp |
| Employer contribution / active EE | $1,365 | $3,438-60.3% | $2,732-50.0% | $4,840-71.8% |
| Participant deferral / active EE | $5,353 | $5,182+3.3% | $4,488+19.3% | $6,343-15.6% |
| Admin fee / account holder | $3,056 | $10,623-71.2% | $7,966-61.6% | $12,316-75.2% |