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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 | $17,280 | $69,274-75.1% | $64,097-73.0% | $139,487-87.6% |
| Participation rate | 75.0% | 75.6%-0.6pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 18.59% | 46.00%-27.4pp | 33.75%-15.2pp | 373.84%-355.2pp |
| Employer contribution / active EE | $920 | $3,187-71.1% | $2,750-66.6% | $4,755-80.7% |
| Participant deferral / active EE | $1,435 | $4,685-69.4% | $3,881-63.0% | $6,713-78.6% |
| Admin fee / account holder | $3,079 | $4,247-27.5% | $3,070+0.3% | $11,407-73.0% |