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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 | $22,882 | $127,790-82.1% | $106,555-78.5% | $167,536-86.3% |
| Participation rate | 75.0% | 78.3%-3.3pp | 76.1%-1.1pp | 82.1%-7.1pp |
| Annual return | 39.64% | 33.88%+5.8pp | 26.80%+12.8pp | 478.82%-439.2pp |
| Employer contribution / active EE | $1,887 | $3,428-45.0% | $2,819-33.1% | $4,839-61.0% |
| Participant deferral / active EE | $3,597 | $5,088-29.3% | $4,399-18.2% | $6,342-43.3% |
| Admin fee / account holder | $3,329 | $11,229-70.4% | $7,408-55.1% | $12,315-73.0% |