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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 | $34,826 | $70,366-50.5% | $66,674-47.8% | $138,895-74.9% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.7%+1.3pp | 79.9%-4.9pp |
| Annual return | 13.77% | 386.41%-372.6pp | 321.24%-307.5pp | 145.39%-131.6pp |
| Employer contribution / active EE | $1,251 | $2,765-54.8% | $2,620-52.3% | $4,194-70.2% |
| Participant deferral / active EE | $2,900 | $4,374-33.7% | $4,084-29.0% | $6,396-54.7% |
| Admin fee / account holder | $5,960 | $5,262+13.2% | $5,098+16.9% | $12,562-52.6% |