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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 | $22,282 | $90,530-75.4% | $76,030-70.7% | $145,897-84.7% |
| Participation rate | 70.0% | 74.4%-4.4pp | 69.1%+0.9pp | 80.3%-10.3pp |
| Annual return | 12.90% | 625.08%-612.2pp | 361.54%-348.6pp | 552.29%-539.4pp |
| Employer contribution / active EE | $1,197 | $3,319-64.0% | $2,688-55.5% | $4,663-74.3% |
| Participant deferral / active EE | $1,359 | $5,164-73.7% | $4,257-68.1% | $6,689-79.7% |
| Admin fee / account holder | $7,136 | $8,383-14.9% | $6,421+11.1% | $13,390-46.7% |