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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 | $37,814 | $81,208-53.4% | $98,920-61.8% | $79,856-52.6% |
| Participation rate | 75.0% | 72.5%+2.5pp | 76.0%-1.0pp | 69.6%+5.4pp |
| Annual return | 15.84% | 60.99%-45.2pp | 196.47%-180.6pp | 31.71%-15.9pp |
| Employer contribution / active EE | $945 | $1,960-51.8% | $2,689-64.9% | $2,471-61.8% |
| Participant deferral / active EE | $1,907 | $3,265-41.6% | $4,245-55.1% | $3,741-49.0% |
| Admin fee / account holder | $2,879 | $6,013-52.1% | $6,643-56.7% | $5,306-45.7% |