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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 | $19,094 | $111,830-82.9% | $93,696-79.6% | $145,884-86.9% |
| Participation rate | 70.0% | 74.2%-4.2pp | 68.7%+1.3pp | 80.3%-10.3pp |
| Annual return | 15.81% | 204.08%-188.3pp | 133.74%-117.9pp | 551.85%-536.0pp |
| Employer contribution / active EE | $1,530 | $3,093-50.5% | $2,422-36.8% | $4,662-67.2% |
| Participant deferral / active EE | $3,941 | $4,920-19.9% | $4,417-10.8% | $6,690-41.1% |
| Admin fee / account holder | $2,410 | $10,249-76.5% | $8,287-70.9% | $13,392-82.0% |