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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 | $43,504 | $150,346-71.1% | $120,524-63.9% | $145,877-70.2% |
| Participation rate | 75.0% | 78.8%-3.8pp | 71.9%+3.1pp | 80.3%-5.3pp |
| Annual return | 11.42% | 154.40%-143.0pp | 107.36%-95.9pp | 551.28%-539.9pp |
| Employer contribution / active EE | $1,122 | $4,353-74.2% | $3,469-67.7% | $4,663-75.9% |
| Participant deferral / active EE | $2,787 | $6,172-54.8% | $4,994-44.2% | $6,691-58.3% |
| Admin fee / account holder | $12,187 | $12,215-0.2% | $9,440+29.1% | $13,402-9.1% |