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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 | $43,066 | $90,489-52.4% | $76,051-43.4% | $145,978-70.5% |
| Participation rate | 70.6% | 74.5%-3.9pp | 69.1%+1.5pp | 80.3%-9.7pp |
| Annual return | 8.93% | 622.78%-613.8pp | 360.42%-351.5pp | 550.52%-541.6pp |
| Employer contribution / active EE | $1,433 | $3,319-56.8% | $2,690-46.7% | $4,662-69.3% |
| Participant deferral / active EE | $3,486 | $5,164-32.5% | $4,257-18.1% | $6,690-47.9% |
| Admin fee / account holder | $3,536 | $8,374-57.8% | $6,416-44.9% | $13,400-73.6% |