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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 | $39,118 | $121,656-67.8% | $104,614-62.6% | $158,950-75.4% |
| Participation rate | 76.2% | 77.5%-1.3pp | 74.1%+2.1pp | 82.0%-5.8pp |
| Annual return | 13.02% | 465.51%-452.5pp | 340.56%-327.5pp | 302.91%-289.9pp |
| Employer contribution / active EE | $1,108 | $3,164-65.0% | $2,681-58.7% | $4,762-76.7% |
| Participant deferral / active EE | $2,690 | $4,177-35.6% | $3,739-28.1% | $5,983-55.0% |
| Admin fee / account holder | $1,356 | $7,775-82.6% | $6,464-79.0% | $11,248-87.9% |