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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 | $33,792 | $142,426-76.3% | $115,167-70.7% | $152,909-77.9% |
| Participation rate | 76.9% | 82.4%-5.4pp | 75.9%+1.0pp | 82.5%-5.5pp |
| Annual return | 22.67% | 41.48%-18.8pp | 35.60%-12.9pp | 345.46%-322.8pp |
| Employer contribution / active EE | $5,469 | $4,011+36.4% | $3,179+72.0% | $4,764+14.8% |
| Participant deferral / active EE | $4,562 | $5,165-11.7% | $4,169+9.4% | $5,851-22.0% |
| Admin fee / account holder | $1,738 | $8,464-79.5% | $7,089-75.5% | $11,601-85.0% |