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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 | $48,613 | $107,363-54.7% | $92,909-47.7% | $152,897-68.2% |
| Participation rate | 70.6% | 79.8%-9.2pp | 76.0%-5.4pp | 82.5%-11.9pp |
| Annual return | 17.26% | 145.63%-128.4pp | 109.44%-92.2pp | 345.43%-328.2pp |
| Employer contribution / active EE | $1,815 | $4,222-57.0% | $3,653-50.3% | $4,764-61.9% |
| Participant deferral / active EE | $5,060 | $4,848+4.4% | $4,238+19.4% | $5,851-13.5% |
| Admin fee / account holder | $325 | $7,082-95.4% | $5,795-94.4% | $11,599-97.2% |