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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 | $100,073-61.0% | $85,126-54.1% | $145,877-73.2% |
| Participation rate | 70.6% | 74.1%-3.5pp | 67.5%+3.1pp | 80.3%-9.7pp |
| Annual return | 14.26% | 84.11%-69.9pp | 66.63%-52.4pp | 551.28%-537.0pp |
| Employer contribution / active EE | $2,751 | $3,236-15.0% | $2,731+0.7% | $4,663-41.0% |
| Participant deferral / active EE | $4,946 | $5,294-6.6% | $4,523+9.3% | $6,691-26.1% |
| Admin fee / account holder | $2,938 | $7,261-59.5% | $6,160-52.3% | $13,402-78.1% |