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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 | $42,754 | $156,616-72.7% | $133,346-67.9% | $198,609-78.5% |
| Participation rate | 71.4% | 77.7%-6.3pp | 72.8%-1.4pp | 82.4%-10.9pp |
| Annual return | 16.86% | 44.25%-27.4pp | 36.85%-20.0pp | 202.70%-185.8pp |
| Employer contribution / active EE | $1,400 | $3,368-58.4% | $2,853-50.9% | $5,055-72.3% |
| Participant deferral / active EE | $9,239 | $4,920+87.8% | $4,332+113.3% | $6,977+32.4% |
| Admin fee / account holder | $32,623 | $17,468+86.8% | $14,264+128.7% | $19,030+71.4% |