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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 | $33,729 | $112,131-69.9% | $95,964-64.9% | $158,982-78.8% |
| Participation rate | 78.3% | 79.0%-0.7pp | 77.1%+1.2pp | 82.0%-3.7pp |
| Annual return | 14.22% | 171.19%-157.0pp | 91.64%-77.4pp | 302.99%-288.8pp |
| Employer contribution / active EE | $1,332 | $3,199-58.4% | $2,541-47.6% | $4,763-72.0% |
| Participant deferral / active EE | $3,852 | $4,784-19.5% | $4,167-7.6% | $5,983-35.6% |
| Admin fee / account holder | $864 | $10,136-91.5% | $6,797-87.3% | $11,252-92.3% |