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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 | $55,484 | $106,918-48.1% | $84,021-34.0% | $152,897-63.7% |
| Participation rate | 70.0% | 75.2%-5.2pp | 69.0%+1.0pp | 82.5%-12.5pp |
| Annual return | 21.44% | 105.01%-83.6pp | 71.32%-49.9pp | 345.43%-324.0pp |
| Employer contribution / active EE | $1,977 | $2,735-27.7% | $1,984-0.3% | $4,764-58.5% |
| Participant deferral / active EE | $3,351 | $4,012-16.5% | $3,239+3.4% | $5,851-42.7% |
| Admin fee / account holder | $419 | $8,288-94.9% | $6,102-93.1% | $11,599-96.4% |