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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 | $42,974 | $112,131-61.7% | $95,964-55.2% | $158,982-73.0% |
| Participation rate | 83.3% | 79.0%+4.3pp | 77.1%+6.2pp | 82.0%+1.4pp |
| Annual return | 16.80% | 171.19%-154.4pp | 91.64%-74.8pp | 302.99%-286.2pp |
| Employer contribution / active EE | $1,149 | $3,199-64.1% | $2,541-54.8% | $4,763-75.9% |
| Participant deferral / active EE | $2,493 | $4,784-47.9% | $4,167-40.2% | $5,983-58.3% |
| Admin fee / account holder | $4,111 | $10,136-59.4% | $6,797-39.5% | $11,252-63.5% |