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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 | $97,125-36.9% | $86,233-28.9% | $137,256-55.4% |
| Participation rate | 72.7% | 74.2%-1.5pp | 69.0%+3.7pp | 80.0%-7.2pp |
| Annual return | 16.26% | 74.19%-57.9pp | 61.39%-45.1pp | 220.34%-204.1pp |
| Employer contribution / active EE | $1,315 | $2,841-53.7% | $2,504-47.5% | $4,156-68.4% |
| Participant deferral / active EE | $3,311 | $5,180-36.1% | $4,559-27.4% | $6,407-48.3% |
| Admin fee / account holder | $414 | $9,725-95.7% | $8,342-95.0% | $12,270-96.6% |