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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 | $39,276 | $112,112-65.0% | $95,956-59.1% | $158,950-75.3% |
| Participation rate | 80.0% | 79.0%+1.0pp | 77.1%+2.9pp | 82.0%-2.0pp |
| Annual return | 11.38% | 171.15%-159.8pp | 91.63%-80.3pp | 302.91%-291.5pp |
| Employer contribution / active EE | $1,308 | $3,199-59.1% | $2,541-48.5% | $4,762-72.5% |
| Participant deferral / active EE | $2,303 | $4,784-51.9% | $4,167-44.7% | $5,983-61.5% |
| Admin fee / account holder | $15,671 | $10,134+54.6% | $6,797+130.6% | $11,248+39.3% |