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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 | $41,680 | $103,000-59.5% | $90,300-53.8% | $152,885-72.7% |
| Participation rate | 76.2% | 75.9%+0.3pp | 73.3%+2.9pp | 82.5%-6.3pp |
| Annual return | 21.12% | 95.19%-74.1pp | 78.11%-57.0pp | 345.39%-324.3pp |
| Employer contribution / active EE | $2,857 | $3,138-9.0% | $2,854+0.1% | $4,763-40.0% |
| Participant deferral / active EE | $2,780 | $4,281-35.1% | $3,884-28.4% | $5,851-52.5% |
| Admin fee / account holder | $3,404 | $6,173-44.9% | $5,353-36.4% | $11,598-70.7% |