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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 | $53,232 | $106,918-50.2% | $84,021-36.6% | $152,897-65.2% |
| Participation rate | 70.0% | 75.2%-5.2pp | 69.0%+1.0pp | 82.5%-12.5pp |
| Annual return | 21.22% | 105.01%-83.8pp | 71.32%-50.1pp | 345.43%-324.2pp |
| Employer contribution / active EE | $1,101 | $2,735-59.7% | $1,984-44.5% | $4,764-76.9% |
| Participant deferral / active EE | $1,819 | $4,012-54.7% | $3,239-43.8% | $5,851-68.9% |
| Admin fee / account holder | $5,170 | $8,288-37.6% | $6,102-15.3% | $11,599-55.4% |