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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 | $42,251 | $125,237-66.3% | $105,608-60.0% | $145,877-71.0% |
| Participation rate | 81.3% | 77.7%+3.6pp | 75.3%+6.0pp | 80.3%+0.9pp |
| Annual return | 13.80% | 225.76%-212.0pp | 116.50%-102.7pp | 551.28%-537.5pp |
| Employer contribution / active EE | $1,795 | $3,720-51.7% | $3,167-43.3% | $4,663-61.5% |
| Participant deferral / active EE | $4,202 | $5,711-26.4% | $5,010-16.1% | $6,691-37.2% |
| Admin fee / account holder | $2,570 | $17,287-85.1% | $11,028-76.7% | $13,402-80.8% |