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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 | $43,600 | $107,363-59.4% | $92,909-53.1% | $152,897-71.5% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.5%-7.5pp |
| Annual return | 19.28% | 145.63%-126.3pp | 109.44%-90.2pp | 345.43%-326.1pp |
| Employer contribution / active EE | $1,968 | $4,222-53.4% | $3,653-46.1% | $4,764-58.7% |
| Participant deferral / active EE | $5,453 | $4,848+12.5% | $4,238+28.7% | $5,851-6.8% |
| Admin fee / account holder | $1,348 | $7,082-81.0% | $5,795-76.7% | $11,599-88.4% |