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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 | $26,370 | $114,013-76.9% | $103,693-74.6% | $155,188-83.0% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 80.8%-5.8pp |
| Annual return | 18.15% | 49.31%-31.2pp | 47.61%-29.5pp | 148.84%-130.7pp |
| Employer contribution / active EE | $1,778 | $3,131-43.2% | $2,920-39.1% | $4,248-58.1% |
| Participant deferral / active EE | $3,925 | $4,970-21.0% | $4,579-14.3% | $6,531-39.9% |
| Admin fee / account holder | $6,601 | $8,407-21.5% | $7,858-16.0% | $14,480-54.4% |