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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 | $51,430 | $176,402-70.8% | $134,162-61.7% | $158,966-67.6% |
| Participation rate | 73.3% | 78.7%-5.4pp | 72.2%+1.1pp | 82.0%-8.6pp |
| Annual return | 30.34% | 63.66%-33.3pp | 36.35%-6.0pp | 302.95%-272.6pp |
| Employer contribution / active EE | $2,982 | $5,042-40.9% | $3,705-19.5% | $4,762-37.4% |
| Participant deferral / active EE | $0 | $4,093-100.0% | $3,500-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,119 | $8,719-87.2% | $6,685-83.3% | $11,250-90.1% |