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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 | $44,809 | $109,344-59.0% | $89,400-49.9% | $158,950-71.8% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.0%+7.0pp | 82.0%-7.0pp |
| Annual return | 12.66% | 345.73%-333.1pp | 245.64%-233.0pp | 302.91%-290.3pp |
| Employer contribution / active EE | $2,364 | $3,170-25.4% | $2,586-8.6% | $4,762-50.4% |
| Participant deferral / active EE | $4,069 | $4,599-11.5% | $3,890+4.6% | $5,983-32.0% |
| Admin fee / account holder | $397 | $6,154-93.6% | $4,882-91.9% | $11,248-96.5% |