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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 | $40,650 | $105,158-61.3% | $94,672-57.1% | $139,487-70.9% |
| Participation rate | 85.7% | 82.4%+3.3pp | 80.8%+4.9pp | 80.3%+5.4pp |
| Annual return | 13.50% | 38.11%-24.6pp | 156.89%-143.4pp | 373.84%-360.3pp |
| Employer contribution / active EE | $1,209 | $4,107-70.6% | $3,673-67.1% | $4,755-74.6% |
| Participant deferral / active EE | $3,254 | $7,599-57.2% | $7,417-56.1% | $6,713-51.5% |
| Admin fee / account holder | $2,835 | $8,972-68.4% | $7,222-60.7% | $11,407-75.2% |