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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 | $32,266 | $112,935-71.4% | $90,970-64.5% | $158,966-79.7% |
| Participation rate | 70.0% | 74.7%-4.7pp | 69.0%+1.0pp | 82.0%-12.0pp |
| Annual return | 19.20% | 215.79%-196.6pp | 134.58%-115.4pp | 302.95%-283.8pp |
| Employer contribution / active EE | $2,186 | $2,895-24.5% | $2,122+3.0% | $4,762-54.1% |
| Participant deferral / active EE | $4,764 | $4,129+15.4% | $3,373+41.2% | $5,983-20.4% |
| Admin fee / account holder | $356 | $8,045-95.6% | $5,960-94.0% | $11,250-96.8% |