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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 | $42,361 | $49,164-13.8% | $121,169-65.0% | $75,181-43.7% |
| Participation rate | 71.2% | 55.4%+15.7pp | 69.5%+1.6pp | 67.2%+4.0pp |
| Annual return | 16.80% | 56.03%-39.2pp | 986.71%-969.9pp | 160.69%-143.9pp |
| Employer contribution / active EE | $1,072 | $1,546-30.7% | $4,168-74.3% | $2,671-59.9% |
| Participant deferral / active EE | $2,313 | $2,628-12.0% | $4,083-43.3% | $4,126-43.9% |
| Admin fee / account holder | $2,413 | $3,942-38.8% | $5,645-57.3% | $5,650-57.3% |