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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 | $43,447 | $103,393-58.0% | $87,103-50.1% | $152,909-71.6% |
| Participation rate | 77.8% | 79.4%-1.6pp | 76.9%+0.9pp | 82.5%-4.7pp |
| Annual return | 20.18% | 28.10%-7.9pp | 28.19%-8.0pp | 345.46%-325.3pp |
| Employer contribution / active EE | $15,382 | $3,221+377.5% | $2,521+510.0% | $4,764+222.9% |
| Participant deferral / active EE | $6,247 | $4,778+30.7% | $4,049+54.3% | $5,851+6.8% |
| Admin fee / account holder | $2,801 | $12,195-77.0% | $7,491-62.6% | $11,601-75.9% |