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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 | $41,882 | $105,145-60.2% | $94,664-55.8% | $139,466-70.0% |
| Participation rate | 81.0% | 82.4%-1.4pp | 80.8%+0.1pp | 80.3%+0.6pp |
| Annual return | 12.63% | 38.09%-25.5pp | 156.84%-144.2pp | 373.66%-361.0pp |
| Employer contribution / active EE | $1,254 | $4,107-69.5% | $3,673-65.9% | $4,754-73.6% |
| Participant deferral / active EE | $4,437 | $7,599-41.6% | $7,417-40.2% | $6,712-33.9% |
| Admin fee / account holder | $355 | $8,972-96.0% | $7,222-95.1% | $11,409-96.9% |