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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 | $57,822 | $112,112-48.4% | $95,956-39.7% | $158,950-63.6% |
| Participation rate | 70.0% | 79.0%-9.0pp | 77.1%-7.1pp | 82.0%-12.0pp |
| Annual return | 17.37% | 171.15%-153.8pp | 91.63%-74.3pp | 302.91%-285.5pp |
| Employer contribution / active EE | $1,699 | $3,199-46.9% | $2,541-33.1% | $4,762-64.3% |
| Participant deferral / active EE | $4,641 | $4,784-3.0% | $4,167+11.4% | $5,983-22.4% |
| Admin fee / account holder | $1,694 | $10,134-83.3% | $6,797-75.1% | $11,248-84.9% |