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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 | $37,284 | $99,079-62.4% | $78,002-52.2% | $273,972-86.4% |
| Participation rate | 85.7% | 78.6%+7.1pp | 75.5%+10.2pp | 83.0%+2.7pp |
| Annual return | 4.16% | 217.93%-213.8pp | 425.99%-421.8pp | 41.46%-37.3pp |
| Employer contribution / active EE | $1,090 | $3,308-67.0% | $2,470-55.9% | $4,869-77.6% |
| Participant deferral / active EE | $1,162 | $4,306-73.0% | $3,497-66.8% | $5,287-78.0% |
| Admin fee / account holder | $894 | $8,954-90.0% | $5,481-83.7% | $10,133-91.2% |