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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 | $44,611 | $102,382-56.4% | $147,005-69.7% | $80,874-44.8% |
| Participation rate | 74.2% | 75.8%-1.7pp | 82.2%-8.0pp | 67.6%+6.5pp |
| Annual return | 26.01% | 134.89%-108.9pp | 418.76%-392.8pp | 35.62%-9.6pp |
| Employer contribution / active EE | $3,122 | $3,715-16.0% | $4,934-36.7% | $2,756+13.3% |
| Participant deferral / active EE | $8,947 | $6,646+34.6% | $8,070+10.9% | $4,297+108.2% |
| Admin fee / account holder | $3,400 | $7,942-57.2% | $13,006-73.9% | $6,935-51.0% |