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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 | $41,514 | $110,039-62.3% | $97,260-57.3% | $145,884-71.5% |
| Participation rate | 80.0% | 75.9%+4.1pp | 72.7%+7.3pp | 80.3%-0.3pp |
| Annual return | 13.86% | 244.44%-230.6pp | 75.54%-61.7pp | 551.85%-538.0pp |
| Employer contribution / active EE | $1,419 | $3,074-53.8% | $2,721-47.8% | $4,662-69.6% |
| Participant deferral / active EE | $2,031 | $4,674-56.6% | $4,262-52.4% | $6,690-69.6% |
| Admin fee / account holder | $1,110 | $6,204-82.1% | $5,640-80.3% | $13,392-91.7% |