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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 | $43,099 | $102,638-58.0% | $81,991-47.4% | $158,966-72.9% |
| Participation rate | 71.4% | 75.5%-4.1pp | 69.3%+2.2pp | 82.0%-10.5pp |
| Annual return | 15.28% | 61.05%-45.8pp | 41.31%-26.0pp | 302.95%-287.7pp |
| Employer contribution / active EE | $789 | $3,241-75.7% | $2,498-68.4% | $4,762-83.4% |
| Participant deferral / active EE | $3,378 | $4,649-27.3% | $3,722-9.3% | $5,983-43.5% |
| Admin fee / account holder | $405 | $8,237-95.1% | $5,665-92.9% | $11,250-96.4% |