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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 | $26,276 | $100,203-73.8% | $85,240-69.2% | $145,897-82.0% |
| Participation rate | 70.0% | 74.1%-4.1pp | 67.5%+2.5pp | 80.3%-10.3pp |
| Annual return | 15.71% | 84.28%-68.6pp | 66.75%-51.0pp | 552.29%-536.6pp |
| Employer contribution / active EE | $1,778 | $3,242-45.1% | $2,735-35.0% | $4,663-61.9% |
| Participant deferral / active EE | $3,578 | $5,299-32.5% | $4,527-21.0% | $6,689-46.5% |
| Admin fee / account holder | $1,505 | $7,265-79.3% | $6,165-75.6% | $13,390-88.8% |