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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 | $33,453 | $100,203-66.6% | $85,240-60.8% | $145,897-77.1% |
| Participation rate | 70.0% | 74.1%-4.1pp | 67.5%+2.5pp | 80.3%-10.3pp |
| Annual return | 15.36% | 84.28%-68.9pp | 66.75%-51.4pp | 552.29%-536.9pp |
| Employer contribution / active EE | $2,477 | $3,242-23.6% | $2,735-9.4% | $4,663-46.9% |
| Participant deferral / active EE | $4,764 | $5,299-10.1% | $4,527+5.2% | $6,689-28.8% |
| Admin fee / account holder | $2,971 | $7,265-59.1% | $6,165-51.8% | $13,390-77.8% |