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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 | $27,543 | $98,240-72.0% | $82,312-66.5% | $147,586-81.3% |
| Participation rate | 78.9% | 79.7%-0.8pp | 76.9%+2.1pp | 82.8%-3.9pp |
| Annual return | 17.03% | 30.85%-13.8pp | 25.88%-8.8pp | 578.59%-561.6pp |
| Employer contribution / active EE | $1,363 | $3,192-57.3% | $2,428-43.9% | $4,876-72.0% |
| Participant deferral / active EE | $3,948 | $4,383-9.9% | $3,706+6.5% | $5,439-27.4% |
| Admin fee / account holder | $2,384 | $8,563-72.2% | $5,608-57.5% | $10,886-78.1% |