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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 | $64,693 | $112,112-42.3% | $95,956-32.6% | $158,950-59.3% |
| Participation rate | 73.3% | 79.0%-5.6pp | 77.1%-3.7pp | 82.0%-8.6pp |
| Annual return | 17.62% | 171.15%-153.5pp | 91.63%-74.0pp | 302.91%-285.3pp |
| Employer contribution / active EE | $2,104 | $3,199-34.2% | $2,541-17.2% | $4,762-55.8% |
| Participant deferral / active EE | $4,399 | $4,784-8.0% | $4,167+5.6% | $5,983-26.5% |
| Admin fee / account holder | $5,288 | $10,134-47.8% | $6,797-22.2% | $11,248-53.0% |