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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 | $39,032 | $99,921-60.9% | $85,009-54.1% | $145,959-73.3% |
| Participation rate | 70.6% | 74.1%-3.5pp | 67.5%+3.1pp | 80.3%-9.7pp |
| Annual return | 14.26% | 83.89%-69.6pp | 66.47%-52.2pp | 561.95%-547.7pp |
| Employer contribution / active EE | $2,751 | $3,233-14.9% | $2,728+0.8% | $4,661-41.0% |
| Participant deferral / active EE | $4,946 | $5,293-6.6% | $4,522+9.4% | $6,689-26.1% |
| Admin fee / account holder | $2,938 | $7,252-59.5% | $6,153-52.2% | $13,398-78.1% |