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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 | $29,140 | $162,529-82.1% | $130,788-77.7% | $154,746-81.2% |
| Participation rate | 73.3% | 75.9%-2.5pp | 70.1%+3.2pp | 80.7%-7.4pp |
| Annual return | 21.20% | 510.48%-489.3pp | 386.44%-365.2pp | 172.34%-151.1pp |
| Employer contribution / active EE | $1,433 | $4,447-67.8% | $3,558-59.7% | $4,379-67.3% |
| Participant deferral / active EE | $3,771 | $4,808-21.6% | $4,137-8.9% | $6,730-44.0% |
| Admin fee / account holder | $666 | $7,669-91.3% | $6,673-90.0% | $14,365-95.4% |