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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 | $21,073 | $106,247-80.2% | $96,515-78.2% | $139,466-84.9% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.3%+3.4pp | 80.3%-2.6pp |
| Annual return | 30.20% | 38.47%-8.3pp | 35.73%-5.5pp | 373.66%-343.5pp |
| Employer contribution / active EE | $2,520 | $4,106-38.6% | $3,740-32.6% | $4,754-47.0% |
| Participant deferral / active EE | $6,666 | $5,456+22.2% | $4,880+36.6% | $6,712-0.7% |
| Admin fee / account holder | $4,415 | $7,885-44.0% | $6,735-34.4% | $11,409-61.3% |