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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 | $44,345 | $115,810-61.7% | $101,271-56.2% | $158,966-72.1% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 14.29% | 56.15%-41.9pp | 46.48%-32.2pp | 302.95%-288.7pp |
| Employer contribution / active EE | $765 | $4,175-81.7% | $3,660-79.1% | $4,762-83.9% |
| Participant deferral / active EE | $4,465 | $4,958-10.0% | $4,371+2.2% | $5,983-25.4% |
| Admin fee / account holder | $771 | $7,248-89.4% | $5,948-87.0% | $11,250-93.1% |