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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 | $38,204 | $97,125-60.7% | $86,233-55.7% | $137,256-72.2% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.0%+6.0pp | 80.0%-5.0pp |
| Annual return | 21.93% | 74.19%-52.3pp | 61.39%-39.5pp | 220.34%-198.4pp |
| Employer contribution / active EE | $1,429 | $2,841-49.7% | $2,504-42.9% | $4,156-65.6% |
| Participant deferral / active EE | $1,506 | $5,180-70.9% | $4,559-67.0% | $6,407-76.5% |
| Admin fee / account holder | $1,692 | $9,725-82.6% | $8,342-79.7% | $12,270-86.2% |