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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 | $39,355 | $101,063-61.1% | $81,473-51.7% | $147,586-73.3% |
| Participation rate | 80.0% | 74.5%+5.5pp | 68.0%+12.0pp | 82.8%-2.8pp |
| Annual return | 45.83% | 32.41%+13.4pp | 38.78%+7.0pp | 578.59%-532.8pp |
| Employer contribution / active EE | $1,505 | $3,206-53.1% | $2,568-41.4% | $4,876-69.1% |
| Participant deferral / active EE | $3,181 | $4,242-25.0% | $3,537-10.1% | $5,439-41.5% |
| Admin fee / account holder | $1,161 | $5,812-80.0% | $4,561-74.6% | $10,886-89.3% |