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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 | $42,442 | $103,008-58.8% | $90,304-53.0% | $152,897-72.2% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.5%-2.5pp |
| Annual return | 26.95% | 95.22%-68.3pp | 78.13%-51.2pp | 345.43%-318.5pp |
| Employer contribution / active EE | $4,680 | $3,139+49.1% | $2,855+63.9% | $4,764-1.8% |
| Participant deferral / active EE | $9,395 | $4,281+119.4% | $3,885+141.8% | $5,851+60.6% |
| Admin fee / account holder | $3,270 | $6,175-47.0% | $5,354-38.9% | $11,599-71.8% |