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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 | $234,464 | $103,038+127.6% | $90,324+159.6% | $152,909+53.3% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.5%-7.5pp |
| Annual return | 13.29% | 95.25%-82.0pp | 78.15%-64.9pp | 345.46%-332.2pp |
| Employer contribution / active EE | $375 | $3,141-88.1% | $2,856-86.9% | $4,764-92.1% |
| Participant deferral / active EE | $12,695 | $4,282+196.5% | $3,885+226.7% | $5,851+117.0% |
| Admin fee / account holder | $1,974 | $6,177-68.0% | $5,356-63.1% | $11,601-83.0% |