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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 | $43,064 | $90,509-52.4% | $78,693-45.3% | $273,968-84.3% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 10.10% | 75.61%-65.5pp | 62.18%-52.1pp | 41.45%-31.4pp |
| Employer contribution / active EE | $4,514 | $3,175+42.2% | $2,850+58.4% | $4,869-7.3% |
| Participant deferral / active EE | $7,092 | $3,901+81.8% | $3,517+101.7% | $5,287+34.1% |
| Admin fee / account holder | $1,625 | $5,264-69.1% | $4,511-64.0% | $10,132-84.0% |