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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 | $43,973 | $114,013-61.4% | $103,693-57.6% | $155,188-71.7% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 80.8%-5.8pp |
| Annual return | 15.54% | 49.31%-33.8pp | 47.61%-32.1pp | 148.84%-133.3pp |
| Employer contribution / active EE | $3,613 | $3,131+15.4% | $2,920+23.7% | $4,248-14.9% |
| Participant deferral / active EE | $9,098 | $4,970+83.1% | $4,579+98.7% | $6,531+39.3% |
| Admin fee / account holder | $1,469 | $8,407-82.5% | $7,858-81.3% | $14,480-89.9% |