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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 | $158,565 | $103,038+53.9% | $90,324+75.6% | $152,909+3.7% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.5%-7.5pp |
| Annual return | 16.27% | 95.25%-79.0pp | 78.15%-61.9pp | 345.46%-329.2pp |
| Employer contribution / active EE | $570 | $3,141-81.8% | $2,856-80.0% | $4,764-88.0% |
| Participant deferral / active EE | $4,379 | $4,282+2.3% | $3,885+12.7% | $5,851-25.2% |
| Admin fee / account holder | $1,919 | $6,177-68.9% | $5,356-64.2% | $11,601-83.5% |