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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 | $45,030 | $114,013-60.5% | $103,693-56.6% | $155,188-71.0% |
| Participation rate | 71.4% | 75.2%-3.8pp | 72.6%-1.2pp | 80.8%-9.4pp |
| Annual return | 15.13% | 49.31%-34.2pp | 47.61%-32.5pp | 148.84%-133.7pp |
| Employer contribution / active EE | $418 | $3,131-86.7% | $2,920-85.7% | $4,248-90.2% |
| Participant deferral / active EE | $3,253 | $4,970-34.5% | $4,579-29.0% | $6,531-50.2% |
| Admin fee / account holder | $4,237 | $8,407-49.6% | $7,858-46.1% | $14,480-70.7% |