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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 | $49,250 | $152,612-67.7% | $125,192-60.7% | $152,897-67.8% |
| Participation rate | 75.0% | 83.3%-8.3pp | 79.8%-4.8pp | 82.5%-7.5pp |
| Annual return | 24.70% | 54.85%-30.1pp | 43.79%-19.1pp | 345.43%-320.7pp |
| Employer contribution / active EE | $1,285 | $4,947-74.0% | $3,866-66.8% | $4,764-73.0% |
| Participant deferral / active EE | $3,659 | $5,868-37.7% | $4,937-25.9% | $5,851-37.5% |
| Admin fee / account holder | $448 | $13,437-96.7% | $9,704-95.4% | $11,599-96.1% |