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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 | $42,182 | $115,810-63.6% | $101,271-58.3% | $158,966-73.5% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 45.80% | 56.15%-10.3pp | 46.48%-0.7pp | 302.95%-257.1pp |
| Employer contribution / active EE | $911 | $4,175-78.2% | $3,660-75.1% | $4,762-80.9% |
| Participant deferral / active EE | $9,337 | $4,958+88.3% | $4,371+113.6% | $5,983+56.1% |
| Admin fee / account holder | $2,560 | $7,248-64.7% | $5,948-57.0% | $11,250-77.2% |