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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 | $109,904-62.2% | $97,167-57.3% | $145,959-71.6% |
| Participation rate | 80.0% | 75.9%+4.1pp | 72.7%+7.3pp | 80.3%-0.3pp |
| Annual return | 13.86% | 243.43%-229.6pp | 75.27%-61.4pp | 561.95%-548.1pp |
| Employer contribution / active EE | $1,419 | $3,084-54.0% | $2,729-48.0% | $4,661-69.5% |
| Participant deferral / active EE | $2,031 | $4,676-56.6% | $4,264-52.4% | $6,689-69.6% |
| Admin fee / account holder | $1,110 | $6,216-82.1% | $5,650-80.4% | $13,398-91.7% |