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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 | $46,768 | $157,296-70.3% | $141,191-66.9% | $152,897-69.4% |
| Participation rate | 81.3% | 84.8%-3.6pp | 82.5%-1.2pp | 82.5%-1.2pp |
| Annual return | 19.84% | 64.34%-44.5pp | 71.41%-51.6pp | 345.43%-325.6pp |
| Employer contribution / active EE | $1,438 | $5,262-72.7% | $4,736-69.6% | $4,764-69.8% |
| Participant deferral / active EE | $3,931 | $7,111-44.7% | $6,710-41.4% | $5,851-32.8% |
| Admin fee / account holder | $7,951 | $12,125-34.4% | $10,264-22.5% | $11,599-31.5% |