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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 | $43,723 | $105,200-58.4% | $159,474-72.6% | $85,847-49.1% |
| Participation rate | 73.8% | 75.8%-2.0pp | 82.8%-9.0pp | 69.3%+4.5pp |
| Annual return | 24.87% | 45.08%-20.2pp | 263.68%-238.8pp | 318.61%-293.7pp |
| Employer contribution / active EE | $2,445 | $3,319-26.3% | $4,831-49.4% | $2,565-4.7% |
| Participant deferral / active EE | $6,973 | $5,946+17.3% | $7,353-5.2% | $3,952+76.4% |
| Admin fee / account holder | $6,427 | $6,934-7.3% | $10,802-40.5% | $6,261+2.7% |