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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 | $31,624 | $106,905-70.4% | $84,020-62.4% | $152,885-79.3% |
| Participation rate | 73.7% | 75.2%-1.6pp | 69.0%+4.7pp | 82.5%-8.8pp |
| Annual return | 15.42% | 105.00%-89.6pp | 71.31%-55.9pp | 345.39%-330.0pp |
| Employer contribution / active EE | $668 | $2,735-75.6% | $1,984-66.3% | $4,763-86.0% |
| Participant deferral / active EE | $2,054 | $4,012-48.8% | $3,239-36.6% | $5,851-64.9% |
| Admin fee / account holder | $2,174 | $8,287-73.8% | $6,101-64.4% | $11,598-81.3% |