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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 | $45,944 | $112,121-59.0% | $95,960-52.1% | $158,966-71.1% |
| Participation rate | 83.3% | 79.0%+4.3pp | 77.1%+6.3pp | 82.0%+1.4pp |
| Annual return | 9.06% | 171.16%-162.1pp | 91.63%-82.6pp | 302.95%-293.9pp |
| Employer contribution / active EE | $1,633 | $3,199-49.0% | $2,541-35.8% | $4,762-65.7% |
| Participant deferral / active EE | $2,509 | $4,784-47.6% | $4,167-39.8% | $5,983-58.1% |
| Admin fee / account holder | $5,262 | $10,135-48.1% | $6,797-22.6% | $11,250-53.2% |