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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 | $68,678 | $132,634-48.2% | $115,768-40.7% | $137,256-50.0% |
| Participation rate | 76.2% | 77.9%-1.7pp | 74.4%+1.8pp | 80.0%-3.8pp |
| Annual return | 14.27% | 160.70%-146.4pp | 100.46%-86.2pp | 220.34%-206.1pp |
| Employer contribution / active EE | $1,922 | $3,360-42.8% | $2,940-34.6% | $4,156-53.8% |
| Participant deferral / active EE | $3,118 | $5,619-44.5% | $4,917-36.6% | $6,407-51.3% |
| Admin fee / account holder | $9,271 | $15,028-38.3% | $12,439-25.5% | $12,270-24.4% |