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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 | $55,027 | $107,353-48.7% | $92,903-40.8% | $152,885-64.0% |
| Participation rate | 70.0% | 79.8%-9.8pp | 76.0%-6.0pp | 82.5%-12.5pp |
| Annual return | 19.33% | 145.62%-126.3pp | 109.43%-90.1pp | 345.39%-326.1pp |
| Employer contribution / active EE | $1,072 | $4,222-74.6% | $3,653-70.7% | $4,763-77.5% |
| Participant deferral / active EE | $1,464 | $4,848-69.8% | $4,238-65.4% | $5,851-75.0% |
| Admin fee / account holder | $3,470 | $7,081-51.0% | $5,795-40.1% | $11,598-70.1% |