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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 | $53,453 | $108,882-50.9% | $96,754-44.8% | $154,746-65.5% |
| Participation rate | 71.4% | 75.1%-3.7pp | 70.3%+1.2pp | 80.7%-9.3pp |
| Annual return | 19.44% | 98.39%-78.9pp | 82.04%-62.6pp | 172.34%-152.9pp |
| Employer contribution / active EE | $972 | $3,018-67.8% | $2,679-63.7% | $4,379-77.8% |
| Participant deferral / active EE | $3,799 | $5,323-28.6% | $4,758-20.2% | $6,730-43.6% |
| Admin fee / account holder | $4,444 | $10,200-56.4% | $8,905-50.1% | $14,365-69.1% |