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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 | $42,993 | $115,917-62.9% | $100,535-57.2% | $158,982-73.0% |
| Participation rate | 76.9% | 81.6%-4.7pp | 79.4%-2.5pp | 82.0%-5.0pp |
| Annual return | 47.92% | 34.80%+13.1pp | 30.90%+17.0pp | 302.99%-255.1pp |
| Employer contribution / active EE | $779 | $4,105-81.0% | $3,419-77.2% | $4,763-83.7% |
| Participant deferral / active EE | $5,166 | $6,677-22.6% | $6,271-17.6% | $5,983-13.7% |
| Admin fee / account holder | $741 | $11,002-93.3% | $8,085-90.8% | $11,252-93.4% |