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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 | $66,815 | $118,708-43.7% | $98,920-32.5% | $158,982-58.0% |
| Participation rate | 75.0% | 77.8%-2.8pp | 76.0%-1.0pp | 82.0%-7.0pp |
| Annual return | 17.44% | 372.49%-355.1pp | 196.47%-179.0pp | 302.99%-285.6pp |
| Employer contribution / active EE | $1,083 | $3,334-67.5% | $2,689-59.7% | $4,763-77.3% |
| Participant deferral / active EE | $5,004 | $5,089-1.7% | $4,245+17.9% | $5,983-16.4% |
| Admin fee / account holder | $1,974 | $10,134-80.5% | $6,643-70.3% | $11,252-82.5% |