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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 | $46,562 | $103,393-55.0% | $87,103-46.5% | $152,909-69.5% |
| Participation rate | 81.8% | 79.4%+2.5pp | 76.9%+4.9pp | 82.5%-0.6pp |
| Annual return | 104.96% | 28.10%+76.9pp | 28.19%+76.8pp | 345.46%-240.5pp |
| Employer contribution / active EE | $1,882 | $3,221-41.6% | $2,521-25.4% | $4,764-60.5% |
| Participant deferral / active EE | $4,841 | $4,778+1.3% | $4,049+19.6% | $5,851-17.3% |
| Admin fee / account holder | $2,796 | $12,195-77.1% | $7,491-62.7% | $11,601-75.9% |