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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 | $81,148 | $101,063-19.7% | $81,473-0.4% | $147,585-45.0% |
| Participation rate | 71.4% | 74.5%-3.0pp | 68.0%+3.5pp | 82.8%-11.4pp |
| Annual return | 19.45% | 32.41%-13.0pp | 38.78%-19.3pp | 578.58%-559.1pp |
| Employer contribution / active EE | $1,800 | $3,206-43.8% | $2,568-29.9% | $4,876-63.1% |
| Participant deferral / active EE | $4,242 | $4,2420% | $3,537+19.9% | $5,439-22.0% |
| Admin fee / account holder | $610 | $5,812-89.5% | $4,561-86.6% | $10,886-94.4% |