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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 | $36,885 | $112,131-67.1% | $95,964-61.6% | $158,982-76.8% |
| Participation rate | 85.0% | 79.0%+6.0pp | 77.1%+7.9pp | 82.0%+3.0pp |
| Annual return | 17.62% | 171.19%-153.6pp | 91.64%-74.0pp | 302.99%-285.4pp |
| Employer contribution / active EE | $1,411 | $3,199-55.9% | $2,541-44.5% | $4,763-70.4% |
| Participant deferral / active EE | $3,248 | $4,784-32.1% | $4,167-22.1% | $5,983-45.7% |
| Admin fee / account holder | $6,727 | $10,136-33.6% | $6,797-1.0% | $11,252-40.2% |