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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 | $40,726 | $88,815-54.1% | $81,882-50.3% | $145,897-72.1% |
| Participation rate | 73.3% | 75.1%-1.7pp | 72.4%+0.9pp | 80.3%-7.0pp |
| Annual return | 14.27% | 1033.75%-1019.5pp | 779.47%-765.2pp | 552.29%-538.0pp |
| Employer contribution / active EE | $2,516 | $3,086-18.5% | $2,916-13.7% | $4,663-46.0% |
| Participant deferral / active EE | $3,293 | $4,647-29.1% | $4,323-23.8% | $6,689-50.8% |
| Admin fee / account holder | $2,321 | $8,434-72.5% | $7,360-68.5% | $13,390-82.7% |