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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 | $35,850 | $162,812-78.0% | $133,971-73.2% | $158,966-77.4% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 14.02% | 41.94%-27.9pp | 45.09%-31.1pp | 302.95%-288.9pp |
| Employer contribution / active EE | $1,776 | $4,976-64.3% | $3,919-54.7% | $4,762-62.7% |
| Participant deferral / active EE | $3,093 | $5,910-47.7% | $5,047-38.7% | $5,983-48.3% |
| Admin fee / account holder | $1,593 | $11,741-86.4% | $8,929-82.2% | $11,250-85.8% |