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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 | $35,606 | $115,810-69.3% | $101,271-64.8% | $158,966-77.6% |
| Participation rate | 77.8% | 79.4%-1.6pp | 75.8%+2.0pp | 82.0%-4.2pp |
| Annual return | 16.27% | 56.15%-39.9pp | 46.48%-30.2pp | 302.95%-286.7pp |
| Employer contribution / active EE | $2,082 | $4,175-50.1% | $3,660-43.1% | $4,762-56.3% |
| Participant deferral / active EE | $3,837 | $4,958-22.6% | $4,371-12.2% | $5,983-35.9% |
| Admin fee / account holder | $5,636 | $7,248-22.2% | $5,948-5.2% | $11,250-49.9% |