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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 | $42,997 | $103,038-58.3% | $90,324-52.4% | $152,909-71.9% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.5%-7.5pp |
| Annual return | 20.99% | 95.25%-74.3pp | 78.15%-57.2pp | 345.46%-324.5pp |
| Employer contribution / active EE | $2,105 | $3,141-33.0% | $2,856-26.3% | $4,764-55.8% |
| Participant deferral / active EE | $4,740 | $4,282+10.7% | $3,885+22.0% | $5,851-19.0% |
| Admin fee / account holder | $3,661 | $6,177-40.7% | $5,356-31.6% | $11,601-68.4% |