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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 | $28,595 | $111,785-74.4% | $93,669-69.5% | $145,877-80.4% |
| Participation rate | 73.3% | 74.2%-0.9pp | 68.7%+4.6pp | 80.3%-7.0pp |
| Annual return | 7.90% | 203.79%-195.9pp | 133.59%-125.7pp | 551.28%-543.4pp |
| Employer contribution / active EE | $979 | $3,096-68.4% | $2,424-59.6% | $4,663-79.0% |
| Participant deferral / active EE | $4,667 | $4,919-5.1% | $4,416+5.7% | $6,691-30.2% |
| Admin fee / account holder | $1,044 | $10,256-89.8% | $8,291-87.4% | $13,402-92.2% |