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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 | $30,125 | $156,616-80.8% | $133,346-77.4% | $198,609-84.8% |
| Participation rate | 75.0% | 77.7%-2.7pp | 72.8%+2.2pp | 82.4%-7.4pp |
| Annual return | 16.57% | 44.25%-27.7pp | 36.85%-20.3pp | 202.70%-186.1pp |
| Employer contribution / active EE | $1,488 | $3,368-55.8% | $2,853-47.8% | $5,055-70.6% |
| Participant deferral / active EE | $7,066 | $4,920+43.6% | $4,332+63.1% | $6,977+1.3% |
| Admin fee / account holder | $2,525 | $17,468-85.5% | $14,264-82.3% | $19,030-86.7% |