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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 | $28,260 | $149,778-81.1% | $118,946-76.2% | $158,966-82.2% |
| Participation rate | 75.0% | 82.1%-7.1pp | 75.4%-0.4pp | 82.0%-7.0pp |
| Annual return | 27.21% | 19.95%+7.3pp | 35.89%-8.7pp | 302.95%-275.7pp |
| Employer contribution / active EE | $1,155 | $4,117-71.9% | $3,263-64.6% | $4,762-75.7% |
| Participant deferral / active EE | $3,005 | $5,225-42.5% | $4,266-29.5% | $5,983-49.8% |
| Admin fee / account holder | $489 | $8,604-94.3% | $6,581-92.6% | $11,250-95.7% |