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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 | $34,747 | $103,008-66.3% | $90,304-61.5% | $152,897-77.3% |
| Participation rate | 76.9% | 75.9%+1.1pp | 73.3%+3.6pp | 82.5%-5.5pp |
| Annual return | 18.00% | 95.22%-77.2pp | 78.13%-60.1pp | 345.43%-327.4pp |
| Employer contribution / active EE | $1,545 | $3,139-50.8% | $2,855-45.9% | $4,764-67.6% |
| Participant deferral / active EE | $3,446 | $4,281-19.5% | $3,885-11.3% | $5,851-41.1% |
| Admin fee / account holder | $4,070 | $6,175-34.1% | $5,354-24.0% | $11,599-64.9% |