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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 | $31,080 | $101,063-69.2% | $81,473-61.9% | $147,586-78.9% |
| Participation rate | 78.9% | 74.5%+4.5pp | 68.0%+11.0pp | 82.8%-3.9pp |
| Annual return | 15.28% | 32.41%-17.1pp | 38.78%-23.5pp | 578.59%-563.3pp |
| Employer contribution / active EE | $1,625 | $3,206-49.3% | $2,568-36.7% | $4,876-66.7% |
| Participant deferral / active EE | $2,454 | $4,242-42.2% | $3,537-30.6% | $5,439-54.9% |
| Admin fee / account holder | $573 | $5,812-90.1% | $4,561-87.4% | $10,886-94.7% |