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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 | $33,331 | $103,000-67.6% | $90,300-63.1% | $152,885-78.2% |
| Participation rate | 76.9% | 75.9%+1.1pp | 73.3%+3.7pp | 82.5%-5.5pp |
| Annual return | 25.82% | 95.19%-69.4pp | 78.11%-52.3pp | 345.39%-319.6pp |
| Employer contribution / active EE | $1,715 | $3,138-45.3% | $2,854-39.9% | $4,763-64.0% |
| Participant deferral / active EE | $3,671 | $4,281-14.2% | $3,884-5.5% | $5,851-37.3% |
| Admin fee / account holder | $4,367 | $6,173-29.3% | $5,353-18.4% | $11,598-62.3% |