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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 | $61,280 | $108,882-43.7% | $96,754-36.7% | $154,746-60.4% |
| Participation rate | 72.7% | 75.1%-2.4pp | 70.3%+2.5pp | 80.7%-8.0pp |
| Annual return | 16.26% | 98.39%-82.1pp | 82.04%-65.8pp | 172.34%-156.1pp |
| Employer contribution / active EE | $1,315 | $3,018-56.4% | $2,679-50.9% | $4,379-70.0% |
| Participant deferral / active EE | $3,311 | $5,323-37.8% | $4,758-30.4% | $6,730-50.8% |
| Admin fee / account holder | $414 | $10,200-95.9% | $8,905-95.4% | $14,365-97.1% |