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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 | $43,211 | $112,121-61.5% | $95,960-55.0% | $158,966-72.8% |
| Participation rate | 84.6% | 79.0%+5.6pp | 77.1%+7.5pp | 82.0%+2.7pp |
| Annual return | 11.34% | 171.16%-159.8pp | 91.63%-80.3pp | 302.95%-291.6pp |
| Employer contribution / active EE | $1,305 | $3,199-59.2% | $2,541-48.6% | $4,762-72.6% |
| Participant deferral / active EE | $2,048 | $4,784-57.2% | $4,167-50.8% | $5,983-65.8% |
| Admin fee / account holder | $1,332 | $10,135-86.9% | $6,797-80.4% | $11,250-88.2% |