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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 | $38,207 | $112,121-65.9% | $95,960-60.2% | $158,966-76.0% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 19.74% | 171.16%-151.4pp | 91.63%-71.9pp | 302.95%-283.2pp |
| Employer contribution / active EE | $2,252 | $3,199-29.6% | $2,541-11.4% | $4,762-52.7% |
| Participant deferral / active EE | $6,261 | $4,784+30.9% | $4,167+50.3% | $5,983+4.6% |
| Admin fee / account holder | $2,490 | $10,135-75.4% | $6,797-63.4% | $11,250-77.9% |