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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 | $46,316 | $124,336-62.7% | $111,303-58.4% | $167,518-72.4% |
| Participation rate | 70.8% | 79.6%-8.8pp | 77.3%-6.5pp | 82.1%-11.3pp |
| Annual return | 15.21% | 37.45%-22.2pp | 54.66%-39.5pp | 478.71%-463.5pp |
| Employer contribution / active EE | $1,924 | $3,436-44.0% | $2,731-29.6% | $4,838-60.2% |
| Participant deferral / active EE | $3,709 | $5,181-28.4% | $4,487-17.4% | $6,342-41.5% |
| Admin fee / account holder | $467 | $10,623-95.6% | $7,966-94.1% | $12,312-96.2% |