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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 | $41,299 | $152,612-72.9% | $125,192-67.0% | $152,897-73.0% |
| Participation rate | 75.0% | 83.3%-8.3pp | 79.8%-4.8pp | 82.5%-7.5pp |
| Annual return | 10.93% | 54.85%-43.9pp | 43.79%-32.9pp | 345.43%-334.5pp |
| Employer contribution / active EE | $1,520 | $4,947-69.3% | $3,866-60.7% | $4,764-68.1% |
| Participant deferral / active EE | $4,502 | $5,868-23.3% | $4,937-8.8% | $5,851-23.1% |
| Admin fee / account holder | $13,085 | $13,437-2.6% | $9,704+34.8% | $11,599+12.8% |