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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 | $32,530 | $149,040-78.2% | $120,225-72.9% | $137,256-76.3% |
| Participation rate | 72.7% | 75.4%-2.7pp | 69.6%+3.1pp | 80.0%-7.2pp |
| Annual return | 16.82% | 605.68%-588.9pp | 439.23%-422.4pp | 220.34%-203.5pp |
| Employer contribution / active EE | $1,140 | $4,350-73.8% | $3,475-67.2% | $4,156-72.6% |
| Participant deferral / active EE | $2,241 | $4,655-51.9% | $3,999-44.0% | $6,407-65.0% |
| Admin fee / account holder | $5,382 | $6,348-15.2% | $5,696-5.5% | $12,270-56.1% |