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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 | $39,249 | $115,796-66.1% | $101,264-61.2% | $158,950-75.3% |
| Participation rate | 71.4% | 79.4%-7.9pp | 75.8%-4.4pp | 82.0%-10.5pp |
| Annual return | 14.79% | 56.15%-41.4pp | 46.48%-31.7pp | 302.91%-288.1pp |
| Employer contribution / active EE | $1,507 | $4,175-63.9% | $3,660-58.8% | $4,762-68.3% |
| Participant deferral / active EE | $6,143 | $4,958+23.9% | $4,370+40.6% | $5,983+2.7% |
| Admin fee / account holder | $3,909 | $7,247-46.1% | $5,947-34.3% | $11,248-65.2% |