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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 | $35,668 | $103,000-65.4% | $90,300-60.5% | $152,885-76.7% |
| Participation rate | 70.0% | 75.9%-5.9pp | 73.3%-3.3pp | 82.5%-12.5pp |
| Annual return | 23.45% | 95.19%-71.7pp | 78.11%-54.7pp | 345.39%-321.9pp |
| Employer contribution / active EE | $2,045 | $3,138-34.8% | $2,854-28.3% | $4,763-57.1% |
| Participant deferral / active EE | $4,023 | $4,281-6.0% | $3,884+3.6% | $5,851-31.2% |
| Admin fee / account holder | $1,056 | $6,173-82.9% | $5,353-80.3% | $11,598-90.9% |