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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 | $42,439 | $154,193-72.5% | $130,045-67.4% | $139,466-69.6% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.5%+1.5pp | 80.3%-0.3pp |
| Annual return | 19.99% | 32.51%-12.5pp | -137.30%+157.3pp | 373.66%-353.7pp |
| Employer contribution / active EE | $1,985 | $5,292-62.5% | $4,321-54.1% | $4,754-58.2% |
| Participant deferral / active EE | $1,985 | $6,709-70.4% | $5,820-65.9% | $6,712-70.4% |
| Admin fee / account holder | $1,641 | $13,989-88.3% | $10,600-84.5% | $11,409-85.6% |