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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 | $39,872 | $124,336-67.9% | $111,303-64.2% | $167,518-76.2% |
| Participation rate | 75.0% | 79.6%-4.6pp | 77.3%-2.3pp | 82.1%-7.1pp |
| Annual return | 13.49% | 37.45%-24.0pp | 54.66%-41.2pp | 478.71%-465.2pp |
| Employer contribution / active EE | $1,314 | $3,436-61.8% | $2,731-51.9% | $4,838-72.8% |
| Participant deferral / active EE | $3,234 | $5,181-37.6% | $4,487-27.9% | $6,342-49.0% |
| Admin fee / account holder | $2,311 | $10,623-78.2% | $7,966-71.0% | $12,312-81.2% |