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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 | $38,204 | $108,882-64.9% | $96,754-60.5% | $154,746-75.3% |
| Participation rate | 75.0% | 75.1%-0.1pp | 70.3%+4.7pp | 80.7%-5.7pp |
| Annual return | 21.93% | 98.39%-76.5pp | 82.04%-60.1pp | 172.34%-150.4pp |
| Employer contribution / active EE | $1,429 | $3,018-52.7% | $2,679-46.7% | $4,379-67.4% |
| Participant deferral / active EE | $1,506 | $5,323-71.7% | $4,758-68.3% | $6,730-77.6% |
| Admin fee / account holder | $1,692 | $10,200-83.4% | $8,905-81.0% | $14,365-88.2% |