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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 | $32,506 | $108,882-70.1% | $96,754-66.4% | $154,746-79.0% |
| Participation rate | 75.0% | 75.1%-0.1pp | 70.3%+4.7pp | 80.7%-5.7pp |
| Annual return | 9.60% | 98.39%-88.8pp | 82.04%-72.4pp | 172.34%-162.7pp |
| Employer contribution / active EE | $1,923 | $3,018-36.3% | $2,679-28.2% | $4,379-56.1% |
| Participant deferral / active EE | $1,583 | $5,323-70.3% | $4,758-66.7% | $6,730-76.5% |
| Admin fee / account holder | $23,925 | $10,200+134.6% | $8,905+168.7% | $14,365+66.5% |