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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 | $46,702 | $108,882-57.1% | $96,754-51.7% | $154,746-69.8% |
| Participation rate | 75.0% | 75.1%-0.1pp | 70.3%+4.7pp | 80.7%-5.7pp |
| Annual return | 12.13% | 98.39%-86.3pp | 82.04%-69.9pp | 172.34%-160.2pp |
| Employer contribution / active EE | $1,502 | $3,018-50.2% | $2,679-43.9% | $4,379-65.7% |
| Participant deferral / active EE | $3,875 | $5,323-27.2% | $4,758-18.6% | $6,730-42.4% |
| Admin fee / account holder | $1,122 | $10,200-89.0% | $8,905-87.4% | $14,365-92.2% |