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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 | $62,239 | $124,346-49.9% | $111,306-44.1% | $167,553-62.9% |
| Participation rate | 71.4% | 79.6%-8.2pp | 77.3%-5.9pp | 82.1%-10.7pp |
| Annual return | 9.79% | 37.46%-27.7pp | 54.67%-44.9pp | 478.89%-469.1pp |
| Employer contribution / active EE | $2,028 | $3,438-41.0% | $2,732-25.8% | $4,840-58.1% |
| Participant deferral / active EE | $3,235 | $5,182-37.6% | $4,488-27.9% | $6,343-49.0% |
| Admin fee / account holder | $1,300 | $10,623-87.8% | $7,966-83.7% | $12,316-89.4% |