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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 | $21,926 | $115,796-81.1% | $101,264-78.3% | $158,950-86.2% |
| Participation rate | 76.9% | 79.4%-2.4pp | 75.8%+1.1pp | 82.0%-5.0pp |
| Annual return | 24.63% | 56.15%-31.5pp | 46.48%-21.9pp | 302.91%-278.3pp |
| Employer contribution / active EE | $1,958 | $4,175-53.1% | $3,660-46.5% | $4,762-58.9% |
| Participant deferral / active EE | $3,710 | $4,958-25.2% | $4,370-15.1% | $5,983-38.0% |
| Admin fee / account holder | $1,093 | $7,247-84.9% | $5,947-81.6% | $11,248-90.3% |