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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 | $70,366-37.5% | $66,674-34.0% | $138,895-68.3% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.7%+1.3pp | 79.9%-4.9pp |
| Annual return | 15.54% | 386.41%-370.9pp | 321.24%-305.7pp | 145.39%-129.9pp |
| Employer contribution / active EE | $3,613 | $2,765+30.7% | $2,620+37.9% | $4,194-13.9% |
| Participant deferral / active EE | $9,098 | $4,374+108.0% | $4,084+122.8% | $6,396+42.2% |
| Admin fee / account holder | $1,469 | $5,262-72.1% | $5,098-71.2% | $12,562-88.3% |