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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 | $53,702 | $100,139-46.4% | $85,187-37.0% | $145,884-63.2% |
| Participation rate | 70.0% | 74.1%-4.1pp | 67.5%+2.5pp | 80.3%-10.3pp |
| Annual return | 13.97% | 84.15%-70.2pp | 66.67%-52.7pp | 551.85%-537.9pp |
| Employer contribution / active EE | $1,591 | $3,238-50.9% | $2,732-41.8% | $4,662-65.9% |
| Participant deferral / active EE | $3,481 | $5,296-34.3% | $4,525-23.1% | $6,690-48.0% |
| Admin fee / account holder | $1,919 | $7,262-73.6% | $6,162-68.9% | $13,392-85.7% |