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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 | $46,420 | $110,039-57.8% | $97,260-52.3% | $145,884-68.2% |
| Participation rate | 75.0% | 75.9%-0.9pp | 72.7%+2.3pp | 80.3%-5.3pp |
| Annual return | 11.51% | 244.44%-232.9pp | 75.54%-64.0pp | 551.85%-540.3pp |
| Employer contribution / active EE | $1,339 | $3,074-56.4% | $2,721-50.8% | $4,662-71.3% |
| Participant deferral / active EE | $3,348 | $4,674-28.4% | $4,262-21.4% | $6,690-50.0% |
| Admin fee / account holder | $1,268 | $6,204-79.6% | $5,640-77.5% | $13,392-90.5% |