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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 | $46,332 | $118,708-61.0% | $98,920-53.2% | $158,982-70.9% |
| Participation rate | 81.8% | 77.8%+4.0pp | 76.0%+5.8pp | 82.0%-0.1pp |
| Annual return | 14.57% | 372.49%-357.9pp | 196.47%-181.9pp | 302.99%-288.4pp |
| Employer contribution / active EE | $2,241 | $3,334-32.8% | $2,689-16.7% | $4,763-52.9% |
| Participant deferral / active EE | $3,815 | $5,089-25.0% | $4,245-10.1% | $5,983-36.2% |
| Admin fee / account holder | $1,542 | $10,134-84.8% | $6,643-76.8% | $11,252-86.3% |