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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 | $36,892 | $111,535-66.9% | $105,223-64.9% | $137,256-73.1% |
| Participation rate | 72.7% | 78.1%-5.4pp | 75.0%-2.3pp | 80.0%-7.2pp |
| Annual return | 14.72% | 237.85%-223.1pp | 180.65%-165.9pp | 220.34%-205.6pp |
| Employer contribution / active EE | $1,577 | $3,939-60.0% | $3,689-57.2% | $4,156-62.0% |
| Participant deferral / active EE | $2,934 | $5,500-46.7% | $5,072-42.2% | $6,407-54.2% |
| Admin fee / account holder | $5,097 | $9,721-47.6% | $8,859-42.5% | $12,270-58.5% |