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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 | $149,040-79.2% | $120,225-74.2% | $137,256-77.4% |
| Participation rate | 75.0% | 75.4%-0.4pp | 69.6%+5.4pp | 80.0%-5.0pp |
| Annual return | 13.93% | 605.68%-591.8pp | 439.23%-425.3pp | 220.34%-206.4pp |
| Employer contribution / active EE | $1,787 | $4,350-58.9% | $3,475-48.6% | $4,156-57.0% |
| Participant deferral / active EE | $414 | $4,655-91.1% | $3,999-89.7% | $6,407-93.5% |
| Admin fee / account holder | $1,871 | $6,348-70.5% | $5,696-67.2% | $12,270-84.7% |