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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 | $48,518 | $110,801-56.2% | $86,615-44.0% | $167,536-71.0% |
| Participation rate | 72.2% | 75.8%-3.6pp | 71.6%+0.6pp | 82.1%-9.9pp |
| Annual return | 16.57% | 116.96%-100.4pp | 63.51%-46.9pp | 478.82%-462.2pp |
| Employer contribution / active EE | $1,296 | $3,245-60.1% | $2,496-48.1% | $4,839-73.2% |
| Participant deferral / active EE | $2,805 | $4,547-38.3% | $3,699-24.2% | $6,342-55.8% |
| Admin fee / account holder | $1,741 | $8,417-79.3% | $5,830-70.1% | $12,315-85.9% |