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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 | $39,755 | $97,125-59.1% | $86,233-53.9% | $137,256-71.0% |
| Participation rate | 81.8% | 74.2%+7.6pp | 69.0%+12.8pp | 80.0%+1.9pp |
| Annual return | 17.51% | 74.19%-56.7pp | 61.39%-43.9pp | 220.34%-202.8pp |
| Employer contribution / active EE | $1,141 | $2,841-59.8% | $2,504-54.4% | $4,156-72.6% |
| Participant deferral / active EE | $3,995 | $5,180-22.9% | $4,559-12.4% | $6,407-37.6% |
| Admin fee / account holder | $417 | $9,725-95.7% | $8,342-95.0% | $12,270-96.6% |