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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 | $75,414 | $112,933-33.2% | $90,970-17.1% | $158,982-52.6% |
| Participation rate | 84.6% | 74.7%+9.9pp | 69.0%+15.6pp | 82.0%+2.6pp |
| Annual return | 19.08% | 215.82%-196.7pp | 134.60%-115.5pp | 302.99%-283.9pp |
| Employer contribution / active EE | $1,380 | $2,893-52.3% | $2,122-35.0% | $4,763-71.0% |
| Participant deferral / active EE | $1,939 | $4,128-53.0% | $3,373-42.5% | $5,983-67.6% |
| Admin fee / account holder | $4,523 | $8,047-43.8% | $5,961-24.1% | $11,252-59.8% |