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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 | $62,226 | $112,121-44.5% | $95,960-35.2% | $158,966-60.9% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 14.27% | 171.16%-156.9pp | 91.63%-77.4pp | 302.95%-288.7pp |
| Employer contribution / active EE | $1,652 | $3,199-48.4% | $2,541-35.0% | $4,762-65.3% |
| Participant deferral / active EE | $2,917 | $4,784-39.0% | $4,167-30.0% | $5,983-51.2% |
| Admin fee / account holder | $3,581 | $10,135-64.7% | $6,797-47.3% | $11,250-68.2% |