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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 | $58,376 | $127,790-54.3% | $106,555-45.2% | $167,536-65.2% |
| Participation rate | 77.3% | 78.3%-1.0pp | 76.1%+1.1pp | 82.1%-4.8pp |
| Annual return | 10.42% | 33.88%-23.5pp | 26.80%-16.4pp | 478.82%-468.4pp |
| Employer contribution / active EE | $1,882 | $3,428-45.1% | $2,819-33.3% | $4,839-61.1% |
| Participant deferral / active EE | $3,785 | $5,088-25.6% | $4,399-14.0% | $6,342-40.3% |
| Admin fee / account holder | $3,943 | $11,229-64.9% | $7,408-46.8% | $12,315-68.0% |