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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 | $31,006 | $167,030-81.4% | $135,768-77.2% | $155,188-80.0% |
| Participation rate | 75.0% | 76.2%-1.2pp | 71.1%+3.9pp | 80.8%-5.8pp |
| Annual return | 13.93% | 678.39%-664.5pp | 526.10%-512.2pp | 148.84%-134.9pp |
| Employer contribution / active EE | $1,787 | $4,132-56.8% | $3,394-47.4% | $4,248-57.9% |
| Participant deferral / active EE | $414 | $4,528-90.9% | $3,977-89.6% | $6,531-93.7% |
| Admin fee / account holder | $1,871 | $8,172-77.1% | $7,048-73.5% | $14,480-87.1% |