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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 | $44,781 | $70,366-36.4% | $66,674-32.8% | $138,895-67.8% |
| Participation rate | 81.3% | 76.2%+5.1pp | 73.7%+7.6pp | 79.9%+1.3pp |
| Annual return | 13.89% | 386.41%-372.5pp | 321.24%-307.4pp | 145.39%-131.5pp |
| Employer contribution / active EE | $1,549 | $2,765-44.0% | $2,620-40.9% | $4,194-63.1% |
| Participant deferral / active EE | $3,057 | $4,374-30.1% | $4,084-25.2% | $6,396-52.2% |
| Admin fee / account holder | $442 | $5,262-91.6% | $5,098-91.3% | $12,562-96.5% |