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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 | $59,796 | $107,368-44.3% | $92,915-35.6% | $152,909-60.9% |
| Participation rate | 70.6% | 79.8%-9.2pp | 76.0%-5.4pp | 82.5%-11.9pp |
| Annual return | 12.68% | 145.64%-133.0pp | 109.45%-96.8pp | 345.46%-332.8pp |
| Employer contribution / active EE | $1,843 | $4,222-56.3% | $3,653-49.5% | $4,764-61.3% |
| Participant deferral / active EE | $3,466 | $4,848-28.5% | $4,238-18.2% | $5,851-40.8% |
| Admin fee / account holder | $1,967 | $7,082-72.2% | $5,796-66.1% | $11,601-83.0% |