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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 | $43,028 | $118,708-63.8% | $98,920-56.5% | $158,982-72.9% |
| Participation rate | 76.9% | 77.8%-0.9pp | 76.0%+0.9pp | 82.0%-5.0pp |
| Annual return | 16.31% | 372.49%-356.2pp | 196.47%-180.2pp | 302.99%-286.7pp |
| Employer contribution / active EE | $1,814 | $3,334-45.6% | $2,689-32.6% | $4,763-61.9% |
| Participant deferral / active EE | $5,606 | $5,089+10.2% | $4,245+32.1% | $5,983-6.3% |
| Admin fee / account holder | $1,615 | $10,134-84.1% | $6,643-75.7% | $11,252-85.7% |