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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 | $48,511 | $73,546-34.0% | $63,018-23.0% | $147,586-67.1% |
| Participation rate | 82.6% | 77.9%+4.7pp | 74.8%+7.8pp | 82.8%-0.2pp |
| Annual return | 12.18% | 175.56%-163.4pp | 87.62%-75.4pp | 578.59%-566.4pp |
| Employer contribution / active EE | $1,048 | $3,324-68.5% | $2,761-62.1% | $4,876-78.5% |
| Participant deferral / active EE | $1,615 | $4,185-61.4% | $3,330-51.5% | $5,439-70.3% |
| Admin fee / account holder | $1,349 | $5,956-77.4% | $3,601-62.5% | $10,886-87.6% |