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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 | $100,203-61.0% | $85,240-54.2% | $145,897-73.2% |
| Participation rate | 70.6% | 74.1%-3.5pp | 67.5%+3.1pp | 80.3%-9.7pp |
| Annual return | 14.26% | 84.28%-70.0pp | 66.75%-52.5pp | 552.29%-538.0pp |
| Employer contribution / active EE | $2,751 | $3,242-15.1% | $2,735+0.6% | $4,663-41.0% |
| Participant deferral / active EE | $4,946 | $5,299-6.7% | $4,527+9.2% | $6,689-26.1% |
| Admin fee / account holder | $2,938 | $7,265-59.6% | $6,165-52.3% | $13,390-78.1% |