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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 | $38,375 | $81,664-53.0% | $70,476-45.5% | $158,966-75.9% |
| Participation rate | 70.8% | 77.7%-6.9pp | 75.1%-4.2pp | 82.0%-11.1pp |
| Annual return | 4.80% | 208.59%-203.8pp | 109.12%-104.3pp | 302.95%-298.1pp |
| Employer contribution / active EE | $2,034 | $3,219-36.8% | $2,738-25.7% | $4,762-57.3% |
| Participant deferral / active EE | $2,120 | $4,556-53.5% | $3,710-42.9% | $5,983-64.6% |
| Admin fee / account holder | $4,292 | $6,197-30.7% | $3,847+11.6% | $11,250-61.9% |