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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 | $43,516 | $80,812-46.2% | $160,784-72.9% | $82,448-47.2% |
| Participation rate | 75.3% | 66.2%+9.1pp | 77.0%-1.6pp | 68.1%+7.3pp |
| Annual return | 16.76% | 100.59%-83.8pp | 1803.92%-1787.2pp | 41.64%-24.9pp |
| Employer contribution / active EE | $1,956 | $2,174-10.0% | $3,733-47.6% | $2,551-23.3% |
| Participant deferral / active EE | $3,939 | $4,335-9.1% | $6,293-37.4% | $4,139-4.8% |
| Admin fee / account holder | $3,319 | $7,695-56.9% | $9,717-65.8% | $7,234-54.1% |