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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 | $23,142 | $124,980-81.5% | $108,359-78.6% | $154,746-85.0% |
| Participation rate | 75.0% | 75.2%-0.2pp | 70.1%+4.9pp | 80.7%-5.7pp |
| Annual return | 18.95% | 45.00%-26.1pp | 36.89%-17.9pp | 172.34%-153.4pp |
| Employer contribution / active EE | $1,450 | $2,851-49.1% | $2,399-39.6% | $4,379-66.9% |
| Participant deferral / active EE | $3,035 | $4,743-36.0% | $4,137-26.6% | $6,730-54.9% |
| Admin fee / account holder | $300 | $11,502-97.4% | $9,741-96.9% | $14,365-97.9% |