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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 | $23,448 | $232,540-89.9% | $185,117-87.3% | $147,586-84.1% |
| Participation rate | 78.9% | 82.4%-3.4pp | 77.3%+1.7pp | 82.8%-3.9pp |
| Annual return | 67.65% | 43.03%+24.6pp | 40.50%+27.2pp | 578.59%-510.9pp |
| Employer contribution / active EE | $1,222 | $5,195-76.5% | $4,182-70.8% | $4,876-75.0% |
| Participant deferral / active EE | $6,503 | $5,834+11.5% | $5,045+28.9% | $5,439+19.6% |
| Admin fee / account holder | $2,780 | $10,275-72.9% | $8,159-65.9% | $10,886-74.5% |