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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 | $12,716 | $103,164-87.7% | $90,259-85.9% | $154,746-91.8% |
| Participation rate | 75.0% | 76.1%-1.1pp | 70.7%+4.3pp | 80.7%-5.7pp |
| Annual return | 48.95% | 19.25%+29.7pp | 18.88%+30.1pp | 172.34%-123.4pp |
| Employer contribution / active EE | $3,655 | $2,532+44.4% | $2,291+59.5% | $4,379-16.5% |
| Participant deferral / active EE | $6,168 | $4,422+39.5% | $3,827+61.2% | $6,730-8.3% |
| Admin fee / account holder | $2,011 | $8,593-76.6% | $7,267-72.3% | $14,365-86.0% |