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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 | $45,010 | $103,008-56.3% | $90,304-50.2% | $152,897-70.6% |
| Participation rate | 76.9% | 75.9%+1.1pp | 73.3%+3.6pp | 82.5%-5.5pp |
| Annual return | 21.29% | 95.22%-73.9pp | 78.13%-56.8pp | 345.43%-324.1pp |
| Employer contribution / active EE | $2,568 | $3,139-18.2% | $2,855-10.1% | $4,764-46.1% |
| Participant deferral / active EE | $6,335 | $4,281+48.0% | $3,885+63.1% | $5,851+8.3% |
| Admin fee / account holder | $3,228 | $6,175-47.7% | $5,354-39.7% | $11,599-72.2% |