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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 | $27,370 | $176,402-84.5% | $134,162-79.6% | $158,966-82.8% |
| Participation rate | 73.7% | 78.7%-5.0pp | 72.2%+1.5pp | 82.0%-8.3pp |
| Annual return | 14.05% | 63.66%-49.6pp | 36.35%-22.3pp | 302.95%-288.9pp |
| Employer contribution / active EE | $1,248 | $5,042-75.3% | $3,705-66.3% | $4,762-73.8% |
| Participant deferral / active EE | $3,665 | $4,093-10.5% | $3,500+4.7% | $5,983-38.7% |
| Admin fee / account holder | $1,391 | $8,719-84.0% | $6,685-79.2% | $11,250-87.6% |