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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 | $21,755 | $99,652-78.2% | $78,778-72.4% | $147,586-85.3% |
| Participation rate | 75.0% | 76.2%-1.2pp | 69.2%+5.8pp | 82.8%-7.8pp |
| Annual return | 10.38% | 47.28%-36.9pp | 35.62%-25.2pp | 578.59%-568.2pp |
| Employer contribution / active EE | $1,102 | $2,796-60.6% | $1,986-44.5% | $4,876-77.4% |
| Participant deferral / active EE | $1,460 | $3,664-60.1% | $2,958-50.6% | $5,439-73.1% |
| Admin fee / account holder | $1,584 | $7,155-77.9% | $5,134-69.1% | $10,886-85.4% |