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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 | $100,073-73.7% | $85,126-69.1% | $145,877-82.0% |
| Participation rate | 70.0% | 74.1%-4.1pp | 67.5%+2.5pp | 80.3%-10.3pp |
| Annual return | 15.71% | 84.11%-68.4pp | 66.63%-50.9pp | 551.28%-535.6pp |
| Employer contribution / active EE | $1,778 | $3,236-45.0% | $2,731-34.9% | $4,663-61.9% |
| Participant deferral / active EE | $3,578 | $5,294-32.4% | $4,523-20.9% | $6,691-46.5% |
| Admin fee / account holder | $1,505 | $7,261-79.3% | $6,160-75.6% | $13,402-88.8% |