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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 | $42,805 | $103,000-58.4% | $90,300-52.6% | $152,885-72.0% |
| Participation rate | 71.4% | 75.9%-4.4pp | 73.3%-1.8pp | 82.5%-11.0pp |
| Annual return | 19.98% | 95.19%-75.2pp | 78.11%-58.1pp | 345.39%-325.4pp |
| Employer contribution / active EE | $1,608 | $3,138-48.8% | $2,854-43.7% | $4,763-66.2% |
| Participant deferral / active EE | $4,225 | $4,281-1.3% | $3,884+8.8% | $5,851-27.8% |
| Admin fee / account holder | $4,180 | $6,173-32.3% | $5,353-21.9% | $11,598-64.0% |