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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 | $32,598 | $103,008-68.4% | $90,304-63.9% | $152,897-78.7% |
| Participation rate | 70.0% | 75.9%-5.9pp | 73.3%-3.3pp | 82.5%-12.5pp |
| Annual return | 21.11% | 95.22%-74.1pp | 78.13%-57.0pp | 345.43%-324.3pp |
| Employer contribution / active EE | $3,031 | $3,139-3.4% | $2,855+6.2% | $4,764-36.4% |
| Participant deferral / active EE | $6,706 | $4,281+56.6% | $3,885+72.6% | $5,851+14.6% |
| Admin fee / account holder | $3,898 | $6,175-36.9% | $5,354-27.2% | $11,599-66.4% |