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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 | $44,621 | $105,200-57.6% | $159,474-72.0% | $85,847-48.0% |
| Participation rate | 72.6% | 75.8%-3.2pp | 82.8%-10.2pp | 69.3%+3.3pp |
| Annual return | 13.86% | 45.08%-31.2pp | 263.68%-249.8pp | 318.61%-304.7pp |
| Employer contribution / active EE | $880 | $3,319-73.5% | $4,831-81.8% | $2,565-65.7% |
| Participant deferral / active EE | $3,520 | $5,946-40.8% | $7,353-52.1% | $3,952-10.9% |
| Admin fee / account holder | $1,501 | $6,934-78.4% | $10,802-86.1% | $6,261-76.0% |