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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 | $53,981 | $106,905-49.5% | $84,020-35.8% | $152,885-64.7% |
| Participation rate | 73.3% | 75.2%-1.9pp | 69.0%+4.3pp | 82.5%-9.1pp |
| Annual return | 21.49% | 105.00%-83.5pp | 71.31%-49.8pp | 345.39%-323.9pp |
| Employer contribution / active EE | $1,453 | $2,735-46.9% | $1,984-26.7% | $4,763-69.5% |
| Participant deferral / active EE | $4,113 | $4,012+2.5% | $3,239+27.0% | $5,851-29.7% |
| Admin fee / account holder | $2,685 | $8,287-67.6% | $6,101-56.0% | $11,598-76.9% |