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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 | $39,135 | $73,546-46.8% | $63,018-37.9% | $147,586-73.5% |
| Participation rate | 77.3% | 77.9%-0.6pp | 74.8%+2.5pp | 82.8%-5.6pp |
| Annual return | 12.86% | 175.56%-162.7pp | 87.62%-74.8pp | 578.59%-565.7pp |
| Employer contribution / active EE | $2,152 | $3,324-35.2% | $2,761-22.0% | $4,876-55.9% |
| Participant deferral / active EE | $5,308 | $4,185+26.9% | $3,330+59.4% | $5,439-2.4% |
| Admin fee / account holder | $739 | $5,956-87.6% | $3,601-79.5% | $10,886-93.2% |