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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 | $41,035 | $115,810-64.6% | $101,271-59.5% | $158,966-74.2% |
| Participation rate | 70.0% | 79.4%-9.4pp | 75.8%-5.8pp | 82.0%-12.0pp |
| Annual return | 11.54% | 56.15%-44.6pp | 46.48%-34.9pp | 302.95%-291.4pp |
| Employer contribution / active EE | $2,465 | $4,175-41.0% | $3,660-32.7% | $4,762-48.2% |
| Participant deferral / active EE | $5,879 | $4,958+18.6% | $4,371+34.5% | $5,983-1.7% |
| Admin fee / account holder | $660 | $7,248-90.9% | $5,948-88.9% | $11,250-94.1% |